Valuealigned Partners, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 125128
· SEC file 801-65145
· Red Bank, NJ
· www.linkedin.com
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ADV data as of Apr 21, 2026
- Regulatory AUM
- $75.7M
- Discretionary
- $70.2M
- Clients
- 71
- Avg AUM / client
- $1.1M
- Accounts
- 138
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $17.3M | 22.9% |
| High net worth individuals | 21 | $58.4M | 77.1% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lee Berkowitz | Registered representative | Apr 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Folio Investments, Inc. $47.0M (62% of AUM) Apr 2026
- Pershing $9.1M (12% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗