| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Thomas Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Align Wealth Management, LLC reports $116.7 million in regulatory assets under management on its Form ADV.
Align Wealth Management, LLC reports 2 employees.
Align Wealth Management, LLC is based in San Jose, CA and has been SEC-registered since 2026.
Align Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1850 Hamilton Ave, San Jose, CA 95125 |
| Phone | (408) 559-7444 |
| Fax | 408-371-3422 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $116.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $116.7M |