ALIGN WEALTH ADVISORS

RIASEC Registered

Total AUM

$101M

Discretionary

0% of AUM

Avg account

$493K

Accounts

205

Employees

Advisory reps

Firm details

Headquarters: LAGUNA HILLS, California
CRD number: 158631
Website: alignwealthadvisors.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., COREBRIDGE CAPITAL SERVICES, INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC, SAMMONS FINANCIAL NETWORK, LLC, TRANSAMERICA FINANCIAL ADVISORS, LLC, AMERICAN FUNDS & TRUSTS INCORPORATED, NATIONWIDE SECURITIES, LLC, NATIONAL FINANCIAL SERVICES LLC, BRIGHTHOUSE SECURITIES, LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Align Wealth Advisors is a small, privately owned limited liability company that focuses on serving individual and family clients and small-business owners. The firm offers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements, reflecting a hybrid advisory model that combines ongoing asset management with planning and project work. The firm reports that it is not an active ESG investor and is not registered as a multi-state adviser. Its reported classification and capital allocator status are minimal, consistent with a boutique RIA that relies on third-party product partnerships and insurance-based platforms as part of its client solutions.