Wealth Alignment Partners, LLC

Overview

Wealth Alignment Partners, LLC is a newly formed limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm positions itself as a capital allocator that provides financial planning and portfolio management for individuals and small businesses, and it also offers manager selection services—acting as an allocator that can recommend or place client assets with other advisers or sub‑advisers. The firm’s fee arrangement is flexible, combining percentage‑of‑AUM billing with hourly charges and fixed fees depending on the engagement. Wealth Alignment Partners is not identified as an active ESG investor, is not set up as a multi‑state adviser, and does not list pension consulting or affiliated‑adviser activity.

Assets & Accounts