# Align Wealth Management

Align Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323615
- **SEC file number:** 801-135664
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323615

## About

ALIGN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SAN JOSE, CA, registered since 2026. The firm manages approximately $117 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs Align Wealth Management?

Align Wealth Management has not publicly named its principals or investment committee. The firm's leadership structure is unknown based on available public records. No individual is listed in regulatory filings or press releases.

### What is Align Wealth Management's investment strategy?

The firm has not disclosed its asset class allocation, stage preferences, or deal flow model. There is no public information on whether it invests directly or through funds. Its investment strategy is not documented in any verifiable source.

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Last updated: 2026-06-03T20:00:00.000Z

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