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ALIGNED HOLDINGS LLC

CRD 343143File 801-137229
APPROVED-120
Filing as of Sep 4, 2026
Feed vintage Sep 10, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
15
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Sep 9, 2026
Principal office
1111 BRICKELL AVENUE, SUITE 2180, MIAMI, FL, 33131
Phone
305-702-3030
Website
https://alignedwealth.com

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALIGNED HOLDINGS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALIGNED HOLDINGS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.