Align Private Wealth

What changed

Former PNC Private Bank adviser who launched Align Private Wealth in June with about $2B in client assets, with LPL.

Reported / discovered

Oct 13, 2026

Effective

Not reported

New role

Advisor, Align Private Wealth

Previous role

Not reported

Market

Not reported

Reported book

$2B

Reported team size

2 people

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.