AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocal

Wealth Alignment Partners, LLC

Wealth Alignment Partners, LLC is a fee-based, SEC-registered investment adviser in Honolulu, Hawaii, registered with the SEC since 2025. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #338039 · SEC #801-134704 · SEC-registered since 2025 (1 yrs) · Last filing data January 1, 2025

AUM
Not reported

as of 2025

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
3

2 advisers

Overview

AI-generated summary

Wealth Alignment Partners, LLC is a fee-based, SEC-registered investment adviser based in Honolulu, Hawaii. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
338039
SEC #
801-134704
Headquarters
Honolulu, HI
Employees
3

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Disclosures

Wealth Alignment Partners, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Wealth Alignment Partners, LLC a fiduciary?+

Yes. Wealth Alignment Partners, LLC is an SEC-registered investment adviser (CRD #338039), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Wealth Alignment Partners, LLC compensated?+

Wealth Alignment Partners, LLC reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Wealth Alignment Partners, LLC manage?+

Wealth Alignment Partners, LLC did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.

Does Wealth Alignment Partners, LLC have any disclosures?+

Wealth Alignment Partners, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Wealth Alignment Partners, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2025. View the official filing at SEC IAPD.

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