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ALIGHT FINANCIAL ADVISORS, LLC
CRD 158744File 801-72679
APPROVED
Retail clients
Disclosure events
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.05B
Top 10% of cohort (national)
Discretionary AUM
$35.05B
Clients
195,957
195,957 accounts
Employees
70
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 13, 2011
- Principal office
- 9300 HARRIS CORNERS PARKWAY, SUITE 105, CHARLOTTE, NC, 28269
- Phone
- 866-560-7256
- Website
- https://alightfs.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.05B
- Discretionary AUM
- $35.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 195,957
- Non-discretionary accounts
- 0
- Total accounts
- 195,957
- AUM per client
- $179K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 195,957 | $35.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SET-UP FEES AND RELATED SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.