# Aligned Wealth Advisors, LLC

> Aligned Wealth Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 343143
- Filed as: ALIGNED WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343143
- AdvisorCensus page: https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143

## Quick answers

**How is Aligned Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aligned Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Aligned Wealth Advisors, LLC located?**
Aligned Wealth Advisors, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Aligned Wealth Advisors, LLC registered with the SEC or a state?**
Aligned Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343143.

**How much does Aligned Wealth Advisors, LLC manage?**
Aligned Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does Aligned Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343143

**What changed in Aligned Wealth Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignedwealth.com
- Instagram @alignedwealthhq
- LinkedIn @alignedwealthmiami
- X @AlignedWealthHQ
- YouTube @newedgewealthaligned

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligned Wealth Advisors, LLC (CRD 343143): Form ADV filing data as of October 2026.