# Aligned Wealth Solutions, LLC

> Aligned Wealth Solutions, LLC is a state-registered investment advisory firm in Raleigh, NC, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 333288
- Filed as: ALIGNED WEALTH SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333288
- AdvisorCensus page: https://advisorcensus.com/firm/aligned-wealth-solutions-llc-raleigh-nc-333288

## Quick answers

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

**Where is Aligned Wealth Solutions, LLC located?**
Aligned Wealth Solutions, LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is Aligned Wealth Solutions, LLC registered with the SEC or a state?**
Aligned Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333288.

**How much does Aligned Wealth Solutions, LLC manage?**
Aligned Wealth Solutions, LLC reports $717,119 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Aligned Wealth Solutions, 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/333288

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $717,119
- Discretionary: $717,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $717,119 |

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

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

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @brianbewley

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligned Wealth Solutions, LLC (CRD 333288): Form ADV filing data as of October 2026.