$116.7M Total AUM
$116.7M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 2
Office Locations
1850 Hamilton AVE SAN Jose CA
-- Tucson AZ
About Align Wealth Management, LLC
Align Wealth Management is a San Jose-based RIA offering comprehensive wealth management that aligns client values and long-term goals with investment decisions. The firm pairs financial planning (tax, estate, retirement, insurance) with asset allocation and portfolio construction, primarily implemented with ETFs, mutual funds, and fixed income. Custody includes Schwab and SEI.
Team overview
-- AVG AGE
$58.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
C
CHRISTOPHER JOHN THOMAS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4306408
- Ownership
- 75% or more
Available
Available
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G
Giulia Christine King
Director
- CRD
- #7826706
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,708,805 | $762,803 |
| Non-Discretionary | $0 | -- |
| Total | $116,708,805 | $762,803 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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