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Crosspoint Capital Management vs Align Wealth Management, LLC: NewRiaPulse comparison
Crosspoint Capital Management's amount of 117 is 1.0x Align Wealth Management, LLC's 117 (35th percentile). Crosspoint Capital Management is dated 2026-09-22; Align Wealth Management, LLC 2026-03-26.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable CA record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Crosspoint Capital Management compare to Align Wealth Management, LLC?
| Field | Crosspoint Capital Management | Align Wealth Management, LLC |
|---|---|---|
| Firm | Crosspoint Capital Management | Align Wealth Management, LLC |
| Legal name | Crosspoint Capital Strategies, LLC | Align Wealth Management, LLC |
| CRD | 150212 | 323615 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-09-22 | 2026-03-26 |
| Latest Form ADV filing | 2026-09-17 | 2026-08-07 |
| Location | Orinda, CA, United States | San Jose, CA, United States |
| Regulatory AUM | $117,000,000 | $116,708,805 |
| Accounts | 288 | 153 |
| Employees | 2 | 2 |
| Website | https://www.facebook.com/crosspointcm | https://www.alignwealthmgmt.com/ |
| amount percentile | 35th | 35th |
| Score | 75/100 | 45/100 |
| Peer rank and all 166 CA records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Crosspoint Capital Management · Align Wealth Management, LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.