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Wealth Alignment Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Wealth Alignment Partners, LLC is an investment adviser applying for SEC registration that intends to serve pooled and institutional clients — including trusts, foundations, retirement plans, and corporations — as well as individuals and families. The firm offers discretionary investment management alongside customized financial planning and occasional business and management consulting.
The firm’s process centers on developing client‑specific investment policy statements and tailored asset allocations, using a mix of stocks, bonds, mutual funds and exchange‑traded funds and applying both fundamental and technical analysis. Wealth Alignment Partners may manage accounts on a discretionary basis under a limited power of attorney and can utilize external money managers and aggregated trade execution when appropriate.
Distinctive elements in the brochure include its stated practice of recommending third‑party advisers or money managers while not accepting compensation from those recommendations, and offering standalone financial planning and business consulting billed on an hourly basis rather than only through asset‑based fees. These service options — combined with a small advisory team preparing to operate under SEC registration — differentiate the firm from many peers in the investment manager category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Management consulting
Expertise
Wealth management
Cash flow / budgeting
Fee options
Flat fees for financial planning services may be negotiated prior to providing the service.
0.25% to 1.25% per annum (negotiable based on account size, complexity, and other factors)
$150 to $300 per hour for standalone financial planning and business/management consulting services.
Account minimum: WAP does not typically require clients to place a certain amount of AUM but may enforce an account minimum at their discretion. Fee-only: Investment advisory fees based on assets under management, hourly fees, and flat fees for financial planning.
Main office location
Wealth Alignment Partners, LLC
1001 Bishop Street, Suite 2685 A
Honolulu HI 96813, United States
Number of offices
2
Most active in
Wealth Alignment Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii · Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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