What departments does ALINE WEALTH have?

ALINE WEALTH has employees across 2 departments including Finance, Consultant.

What is the largest department at ALINE WEALTH?

The largest department at ALINE WEALTH is Finance with 1 employees.

Where are ALINE WEALTH employees located globally?

ALINE WEALTH has employees across 1 continents and 1 countries including United States Of America.

How has ALINE WEALTH's team size changed over time?

ALINE WEALTH's team has grown from approximately 5 to 7 employees based on available data.

ALINE WEALTH Employee Directory

Financial ServicesNew York, United States2-10 Employees

ALINE WEALTH is a financial services firm based in Melville, New York, offering integrated wealth management that treats wealth as life management. It crafts a comprehensive plan by listening to clients and their families, businesses, and legacies, with fiduciary duties guiding the work and prioritizing the client's goals over products or quotas. Its client base includes individuals, families, and business owners seeking guidance across planning, from asset allocation to estate planning, cash flow analysis, and tax strategy. The firm positions itself as a fiduciary advisor within the financial services industry, emphasizing objective, client-centered guidance rather than product-driven sales. It operates within the HighTower platform, with securities offered through HighTower Securities, LLC, and HighTower Advisors, LLC registered with the SEC, reflecting a regulated framework, and the organization maintains a small team focused on personal, relationship-driven service.

ALINE WEALTH Global Highlights

North America
10

United States Of America
10

ALINE WEALTH's Leadership

P. J. K.
Chief Investment Officer | Founder
Mobile Phone
Email
B. O.
Wealth Advisor
Mobile Phone
Email

ALINE WEALTH Employee Metrics

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50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from ALINE WEALTH

Name

Title

Contact Info

Location

Last Update

P. J. K.
Chief Investment Officer | Founder
Mobile Phone
Email
Jul 23, 2026
B. O.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is ALINE WEALTH known for?

ALINE WEALTH was founded in 2020 operates in the Financial Services industry. Explore ALINE WEALTH's company overview page for more information.

What is ALINE WEALTH's most common email format?

ALINE WEALTH employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ALINE WEALTH email formats with LeadIQ.

How many employees does ALINE WEALTH have currently?

ALINE WEALTH has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are ALINE WEALTH's key employees and leadership?

As of July 2026, ALINE WEALTH's key employees include:

Chief Investment Officer | Founder: P. J. K.
Wealth Advisor: B. O.

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ALINE WEALTH Employee Directory

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