ALINE WEALTH logo

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.

Find ALINE WEALTH employees' phone numbers or email addresses

ALINE WEALTH Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

ALINE WEALTH's Leadership

  • Stylized image of a person
    M. K.
    Managing Partner | Founder
    Phone icon
  • Stylized image of a person
    L. A.
    Associate Director
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  • Stylized image of a person
    C. C.
    Executive Director
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  • Stylized image of a person
    B. W.
    Senior Associate
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  • Stylized image of a person
    G. G.
    Financial Advisor
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  • Stylized image of a person
    B. O.
    Wealth Advisor
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ALINE WEALTH Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from ALINE WEALTH

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Managing Partner | Founder
    Phone icon
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    L. A.
    Associate Director
    Phone icon
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    C. C.
    Executive Director
    Phone icon
    United StatesNew York
    May 30, 2026
  • Stylized image of a person
    B. W.
    Senior Associate
    Phone icon
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    G. G.
    Financial Advisor
    Phone icon
    United StatesNew York
    Nov 25, 2025
  • Stylized image of a person
    B. O.
    Wealth Advisor
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is ALINE WEALTH known for?

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ALINE WEALTH was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 445 Broad Hollow Road Suite 332 Melville, New York 11747 United States. Explore ALINE WEALTH's company overview page for more information.

What is ALINE WEALTH's most common email format?

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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?

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

Who are ALINE WEALTH's key employees and leadership?

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

  • Managing Partner | Founder: M. K.
  • Associate Director: L. A.
  • Executive Director: C. C.
  • Senior Associate: B. W.
  • Financial Advisor: G. G.

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