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Aligning Wealth

Aligning Wealth. CRD 314838

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CRD: 314838

Aligning Wealth

Jersey City, NJ
2013800215
aligningwealth.com
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge matrixPathway
Established Date
08-16-2021
Office Locations
1

Office Locations

-- Jersey City NJ

About Aligning Wealth

Aligning Wealth is a Jersey City, NJ RIA led by CFP Jenna VanLeeuwen, providing comprehensive financial planning and tax-efficient investment management for retirees, near-retirees, and entrepreneurs/business owners. The firm coordinates tax planning, retirement income planning, investment optimization, and legacy planning, serving clients nationwide virtually with optional in-person meetings in the NYC metro area; Schwab is a primary custodian.

Team overview

34 AVG AGE
$4.0M AVG AUM / ADVISOR
$158.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Crest Vital capital Pathway Signal

Client Personas

Vertex Value zenith Atlas

Custodian

Glacier Pathway atlas

Investment Themes

Value Oak wave Glacier wave Optima unison Fusion foundation

Investment Vehicles

Value Eagle frontier

Platform

Focus pioneer Eagle vital Capital beacon

Services

Element Pioneer ember Delta pioneer Quantum timber Vector North peak North Horizon Vertex Wave prime Oak Pathway

Technology

Crest Glacier ridge

Owner & Executives

Jenna VanLeeuwen

Jenna VanLeeuwen

Certified Financial Planner, Chief Compliance Officer, PRINCIPAL

CRD
#6560683
Ownership
75% or more
(954) 222-5862
glacier.harbor@ridgecapital.com
in linkedin.com/in/capital-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,965,320 --
Non-Discretionary $0 --
Total $3,965,320 --

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Separately Managed Accounts

Total SMA Asset: $3,965,320

$4.0M Total SMA
Public Funds:
44.2%
Equity - Exchange:
38.3%
Cash:
17.5%
Asset class Assets Assets %
Public Funds $685,625,046 44.2%
Equity - Exchange $594,104,961 38.3%
Cash $271,457,880 17.5%
Total $1,551,187,887 100.0%

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