# Alegre Wealth Management

Alegre Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** alegrewealth.com
- **LinkedIn:** https://www.linkedin.com/company/albania-espinal-cfp

## Regulatory record

- **CRD number:** 338713
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338713

## About

Alegre Wealth Management is a fee-only, fiduciary firm offering personal, one-on-one financial planning for professional women navigating equity compensation, concentrated stock, taxes, and retirement decisions. Clients work directly with founder Albania Espinal, CFP®, rather than a rotating team or call center. The firm provides comprehensive wealth management, financial planning only, and one-time financial plans.

## People

- Albania Espinal — CFP®, Founder & Financial Planner

## Questions

### How does Alegre Wealth Management source proprietary deal flow?

No proprietary deal flow mechanisms are publicly documented. The firm's acquisition or co-investment practices are not described in any available source.

### Does Alegre Wealth Management participate in fund commitments or only direct deals?

No public information addresses whether the firm commits to external funds, co-invests directly, or pursues other investment structures. The investment approach is not documented.

### What investment stages does Alegre Wealth Management typically target?

Target investment stages are not publicly disclosed. No data regarding venture, growth, buyout, or credit exposure is available.

### Which sectors does Alegre Wealth Management explicitly avoid?

Sector preferences or exclusions are not publicly stated. No sector-specific investment guidelines have been identified.

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- [Titan Harvest Capital LLC](https://altss.com/profile/titan-harvest-capital-llc)
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Last updated: 2026-08-11T15:05:57.154Z

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