Investment adviser · CRD 158744
ALIGHT FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $35.1B Form ADV · Item 5.F
- Client accounts
- 195,957 Accounts, not individual clients
- Employees
- 70 Reported in this filing
- Advisory professionals
- 60 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 195,957 | $35,054,902,000 | 100.0% |
Filing source
Form ADV 2063922 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
9300 HARRIS CORNERS PARKWAY, SUITE 105CHARLOTTE, NC, 28269, United States
CRD 158744
Filing source
Form ADV 2063922 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.