RIA Intel›Advisers›New Jersey›ALIGNING WEALTH LLC

ALIGNING WEALTH LLC

Advisory

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$102K

across 39 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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+102.5% 1Y

MASSEY FINANCIAL GROUP LIMITED LIABILITY COMPANY

$4M

LANDY INVESTMENT MANAGEMENT LLC

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CALRIVAN LLC

$4M

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