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Executive Chairman · Aligned Wealth Advisors, LLC

Lawrence M. Raffone

CRD 1933698 · Named on Form ADV at one SEC-registered adviser

At a glance

Aligned Wealth Advisors, LLC, an SEC-registered asset manager based in Miami, FL with $0 in regulatory assets, lists Lawrence M. Raffone on its Form ADV as Executive Chairman.

Firms and roles

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Lawrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.