# ALIGNING WEALTH

ALIGNING WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** aligningwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jenna-vanleeuwen

## Regulatory record

- **CRD number:** 314838
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314838

## About

ALIGNING WEALTH is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What is ALIGNING WEALTH's investment strategy?

The office pursues direct equity investments in privately held operating companies, with a focus on long-duration holdings. It targets both controlling stakes and substantial minority positions, preferring concentrated capital deployment over broad diversification. No public track record of fund commitments or co-investment alongside external GPs is documented.

### Why is there limited public information available on ALIGNING WEALTH?

The firm operates with deliberate opacity, a trait common among family offices that do not accept external capital and are therefore exempt from SEC registration and public reporting requirements. The absence of a marketing function, website detail, or LinkedIn presence reflects an intentional governance choice to keep portfolio composition, principals, and scale private.

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- [Align Wealth Advisors](https://altss.com/profile/align-wealth-advisors)
- [AlphaInsight](https://altss.com/profile/alphainsight)

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Last updated: 2026-07-06T01:24:11.003Z

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