AdvisorCensus / Financial advisors / Hawaii / Urban Honolulu / Wealth Alignment Partners, LLC
Wealth Alignment Partners, LLC
Filed as WEALTH ALIGNMENT PARTNERS, LLC
Wealth Alignment Partners, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Quick answers
From the filingHow is Wealth Alignment Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Wealth Alignment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Wealth Alignment Partners, LLC charge?
Its Form ADV Part 2A brochure dated October 6, 2025 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wealth Alignment Partners, LLC located?
Wealth Alignment Partners, LLC's principal office is in Honolulu, HI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Wealth Alignment Partners, LLC registered with the SEC or a state?
Wealth Alignment Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 338039.
How much does Wealth Alignment Partners, LLC manage?
Wealth Alignment Partners, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 10, 2026.
Does Wealth Alignment Partners, 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/338039
What changed in Wealth Alignment Partners, LLC's recent Form ADV filings?
In the January 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
Generally, fees range from 0.25% to 1.25% per annum of the market value of a client’s assets managed by WAP. The fee range stated is a guide.
As stated in the firm's Form ADV Part 2A brochure dated October 6, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated August 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- January 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wealth Alignment Partners, LLC (CRD 338039): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wealth-alignment-partners-llc-honolulu-hi-338039