RIA profile

Wealth Alignment Partners, LLC

HONOLULU, HICRD 338039Registration Status: ApprovedEffective since November 19, 2025SEC # 801-134704Latest Form ADV October 14, 2026
Assets Under Management
$116M
Employees
3
Offices
1 office
Total Clients
—

Wealth Alignment Partners, LLC's Form ADV filing dated 2026-10-14 reports $115,592,814 in regulatory assets under management, $82,272,049 discretionary and $33,320,765 non-discretionary, 275 accounts, and 3 employees.

Associated firm names

3 names listed
  • PACIFIC ISLAND FINANCIAL
  • WEALTH ALIGNMENT PARTNERS, LLC
  • PACIFIC ISLAND FINANCIAL LLC

Leadership

1 roles identified
CCOGeorge C. F. Hart

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

HONOLULU, HI

1001 BISHOP STREET, SUITE 2685A, HONOLULU, HI, United States

Additional office locations have not been imported yet.

Contact and digital presence

ADV profile links
Phone(651) 955-7903
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of October 14, 2026
Discretionary71.2%
$82M
71% of total RAUM71.2%
Non-discretionary28.8%
$33M
29% of total RAUM28.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

No client category data available

Assets Under Management

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts275
10Y AUM Change+$116M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee—
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Private Funds

Private funds reported by Wealth Alignment Partners, LLC

Loading private fund disclosures…

Custodians

Reported custodian relationships by Wealth Alignment Partners, LLC

  • RBC CAPITAL MARKETS, LLC

    $105,000,000

These custodians are disclosed for separately managed accounts under Form ADV’s 10% reporting threshold. This is not a complete list of custodians for all client assets.


Ownership

Ownership information is not yet available for this profile.

Compliance & Disclosures

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

Item 11 responses have not been pulled yet for this RIA.

RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable
AFelonies2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
  • A2Been charged with a felony?Unavailable
BMisdemeanors2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
  • B2Been charged with a misdemeanor of the kind listed above?Unavailable
CSEC or CFTC actions5 Unavailable

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable
DOther regulatory actions5 Unavailable

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable
ESelf-regulatory organization actions4 Unavailable

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable
FProfessional authorizations1 Unavailable
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable
GPending regulatory proceedings1 Unavailable
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable
HCivil judicial actions and proceedings4 Unavailable

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable

* 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 database. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.