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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alight Financial Advisors LLC
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|---|---|
| CRD # | 158744 |
| SEC # | 801-72679 |
| CIK # | |
| AUM | $30.9 B (2025-03-31) |
| Employees | 60 (83% Investors, 67% Brokers) |
| Phone | 866-560-7256 |
| Address | 9335 Harris Corners Parkway Charlotte, NC 28269 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197,089 | 30.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197,089 | 30.9 |
| By Discretionary | ||
| Discretionary | 197,089 | 30.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197,089 | 30.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.9 | |
| Total | 197,089 | 30.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vontobel Swiss Financial Advisers AG
✚
|
9.3 | |
|
Mainstay Capital Management LLC
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|
MI | 4.5 |
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NY | 4.2 |
|
Maseco LLP
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3.8 | |
|
Stoker Ostler Wealth Advisors Inc
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AZ | 3.1 |
|
Roffman Milller Associates Inc
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PA | 2.9 |
|
Bogart Wealth LLC
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VA | 2.7 |
|
Chas P Smith & Associates PA Cpa's
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FL | 2.7 |
|
Berger Financial Group Inc
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|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2.5 |