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 newly formed limited liability company that registered with the SEC in 2025. The firm is organized under individual ownership and describes itself as a capital allocator. Its advisory mandate focuses on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a model that blends client-facing planning with delegated investment management. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not operating as a multistate adviser at this time.
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 1
George 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
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