# Aligning Wealth

> Aligning Wealth is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 314838
- Filed as: ALIGNING WEALTH
- Legal name: Aligning Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314838
- AdvisorCensus page: https://advisorcensus.com/firm/aligning-wealth-314838

## Quick answers

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

**Is Aligning Wealth registered with the SEC or a state?**
Aligning Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314838.

**How much does Aligning Wealth manage?**
Aligning Wealth reports $3,965,320 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Aligning Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Aligning Wealth 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/314838

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,965,320
- Discretionary: $3,965,320
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,813,747 |
| High net worth individuals | Fewer than 5 | $2,151,573 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aligningwealth.com
- Facebook @AligningWealth
- Instagram @aligningwealth
- LinkedIn @aligningwealth
- LinkedIn @jenna-vanleeuwen
- TikTok @aligningwealth
- X @AligningWealth
- YouTube @UCrkrw1kdpOyxTOhr05P0Z4Q

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligning Wealth (CRD 314838): Form ADV filing data as of October 2026.