Aligned Wealth Solutions, LLC

Overview

Aligned Wealth Solutions, LLC operates as a small, adviser-led firm that combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. The firm reports a concentrated, discretionary asset base and favors pooled public funds as its primary investment vehicle. It also has roles as a sponsor, general partner and managing member of pooled investment vehicles, indicating the firm sometimes structures or oversees collective investment entities rather than acting only as a pure advisory intermediary. Fee arrangements include a percentage-of-assets model alongside hourly charges and other fee types, which aligns with a hybrid billing approach often used by advisers who mix ongoing advisory relationships and project-based planning work. The filing indicates the firm is not an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices