Wealth Alignment Partners reports $115.6M in regulatory AUM; 10 firms show changes

Wealth Alignment Partners, LLC reported $115.6M in regulatory AUM in a Form ADV filing dated October 14, 2026. The firm's previous filing, dated August 10, 2026, listed $0 in regulatory AUM, so the latest filing shows the reported amount moving from $0 to $115,592,814. Because the earlier reported amount was $0, no percentage change can meaningfully be calculated from that starting point.

Pegasus Capital Advisors, L.P. reported $362.5M in regulatory AUM in its October 14, 2026, filing, compared with $315.5M in its earlier filing dated September 28, 2026. The difference between the reported amounts is $47.0M, a 14.91% increase between the two filings.

GEN2 Advisors, LLC listed $67.5M in regulatory AUM in its October 14, 2026, filing, up from the $52.0M reported in its August 24, 2026, filing, a 29.95% difference. Lighthouse Investment Advisors, Inc. reported $32.9M on October 14, 2026, compared with $24.0M in a February 12, 2026, filing, a 37.06% difference.

Smaller dollar differences also appear among the named filings. Vinepath Wealth LLC reported $7.9M in regulatory AUM on October 14, 2026, versus $2.8M in its September 10, 2026, filing, an 181.08% difference. Rehoboth Financial Planning, Inc. reported $17.5M on October 14, 2026, compared with $15.8M in its January 9, 2026, filing, a 10.65% difference.

In total, qualifying comparisons for 10 firms were observed on October 15, 2026. These are differences between reported regulatory AUM amounts in differently dated filings; the observation date does not establish when any underlying assets changed, and the figures come from Form ADV filings, so they may not reflect a firm's total AUM.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 15, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.