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ALIGHT FINANCIAL ADVISORS, LLC

CRD 158744 · SEC 801-72679

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9300 HARRIS CORNERS PARKWAY, SUITE 105, CHARLOTTE, NC, 28269, United States

Phone

866-560-7256

Fax

847-554-1444

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$35.05B

Discretionary AUM

$35.05B

Team

70 total employees; 60 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; SET-UP FEES AND RELATED SERVICES

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals195957$35.05B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD