Alight Financial Advisors LLC

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Assets, Funds, Holdings

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Alight Financial Advisors LLC
CRD #158744
SEC #801-72679
CIK #
AUM $32.1 BB (2024-06-24)
Employees 60 (83% Investors, 67% Brokers)
Phone866-560-7256
Address9335 Harris Corners Parkway
Charlotte, NC 28269
Source [IAPD] [Website]
Total AUM ($BB)
40322416802009201420192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 228,318 32.1
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 228,318 32.1
By Discretionary
Discretionary 228,318 32.1
Non-Discretionary 0 0.0
Total 228,318 32.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 32.1
Total 228,318 32.1
Comparable Firms State AUM ($BB)
Mainstay Capital Management LLC
MI 4.0
Stash Investments LLC
NY 3.3
Maseco LLP
3.3
Bogart Wealth LLC
VA 2.6
Stoker Ostler Wealth Advisors Inc
AZ 2.6
Roffman Milller Associates Inc
PA 2.5
Chas P Smith & Associates PA Cpa's
FL 2.4
The Retirement Planning Group LLC
KS 2.3
Key Financial Inc
PA 2.2
Baltimore-Washington Financial Advisors Inc
MD 1.9
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