Alignpoint Wealth
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 297295
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.11%
- HNWI35.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alignpoint Wealth is an independent RIA organized as an LLC and owned by an individual principal. The firm focuses on advising individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Alignpoint’s stated activity profile emphasizes traditional advisory services rather than institutional consulting or capital allocation, and it does not list ESG investing as part of its active approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nestor Vargas
founder and lead financial advisorCRD 5871563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood, CO
Jefferson
Location
Lakewood, CO
Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 355 S Teller St
- Time zone
- MT (UTC-7)
- Office locations
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