# Alegre Wealth Management, LLC

> Alegre Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 338713
- Filed as: ALEGRE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338713
- AdvisorCensus page: https://advisorcensus.com/firm/alegre-wealth-management-llc-338713

## Quick answers

**How is Alegre Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alegre Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Alegre Wealth Management, LLC registered with the SEC or a state?**
Alegre Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338713.

**How much does Alegre Wealth Management, LLC manage?**
Alegre Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 6, 2026.

**Does Alegre Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338713

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alegrewealth.com
- LinkedIn @albania-espinal-cfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alegre Wealth Management, LLC (CRD 338713): Form ADV filing data as of October 2026.