WEALTH ALIGNMENT PARTNERS, LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 338039
- Registered since
- November 19, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Alignment Partners, LLC is a limited liability company that focuses on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Established in 2025, the firm operates as a capital allocator, indicating a commitment to managing and directing investments effectively. The firm does not engage in ESG investing and is not classified as a multi-state adviser. Wealth Alignment Partners is newly formed, which may present unique opportunities for clients seeking tailored financial strategies.
Assets & Accounts
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
Owners & executives
1 of 1GEORGE HART
Managing Member And Chief Compliance OfficerCRD 4360853
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 1001 Bishop St
- Time zone
- HT (UTC-10)
- Office locations
Similar firms
KAHALA FINANCIAL ADVISORS, LLC
RIAHONOLULU, HI
ANDREWS ADVISORY ASSOCIATES, LLC
RIAHONOLULU, HI
CRL ADVISORS
RIAHONOLULU, HI
SHIRAISHI FINANCIAL GROUP ADVISORS
RIAHONOLULU, HI
BISHOP STREET CAPITAL MANAGEMENT
RIAHONOLULU, HI
ISLAND WEALTH MANAGEMENT
RIAHONOLULU, HI