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ALIGN WEALTH ADVISORS
NY&A, LLC
CRD 158631 · SEC 801-72630
24031 EL TORO ROAD, SUITE 210, LAGUNA HILLS, CA, 92653, United States
Phone
949-715-8585
Fax
949-326-5637
Registration
— (—)
Source
State registered
Total AUM
$101.0M
Discretionary AUM
$0
Team
5 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 205 | $101.0M |
All web addresses on file
Official SEC filing: View on IAPD