Align Impact, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 17, 2026, reports $715M in regulatory assets under management, 20 employees, 14 offices, and 138 accounts.
Assets Under Management
$715M
Employees
20
Offices
14 offices
Total Clients
53
Primary office
DENVER, CO
1001 BANNOCK ST, 3RD FLOOR, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.5% of total clients.
Top client categories% of clientsClients
1
HNWI
58.5%
31
2
Charitable
18.9%
10
3
Other Advisers
17.0%
9
4
Pooled Investment Vehicles
5.7%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$715Mas of April 17, 2026
Discretionary53.5%
$383M
54% of total RAUM53.5%
Non-discretionary46.5%
$332M
46% of total RAUM46.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$715M
Total Accounts138
10Y AUM Change+$713M (+29708.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee3:1
10Y Employee Change+16 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.