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Building 2ALIGN WEALTH MANAGEMENT, LLC

Map pinSAN JOSE, CA
Phone(408) 559-7444
NotebookSEC #801-135664
Total AUM
$116.7M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1850 HAMILTON AVE
SAN JOSE
CA 95125
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(408) 559-7444
Other Offices
1

ReceiptFinancials

Total AUM
$116.7M
Accounts
153
Discretionary
$116.7M
Accounts
153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$11.9M
HNW Individual Clients
34
AUM
$104.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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