Wealth Manager
    SEC Registered
    Manages Private Funds

    Alight Financial Advisors, LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #158744

    Assets Under Management
    $35.1B
    Client Accounts
    195,957
    Employees
    70
    CRD Number
    158744
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Alight Financial Advisors, LLC

    We provide investment advisory, financial planning, benefits counseling and financial education services to employees and retirees.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Alight Financial Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Alight Financial Advisors, LLC's AUM?

    Alight Financial Advisors, LLC reports approximately $35.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Alight Financial Advisors, LLC headquartered?

    Alight Financial Advisors, LLC is headquartered in Charlotte, North Carolina.

    What is Alight Financial Advisors, LLC's CRD number?

    Alight Financial Advisors, LLC's CRD number is 158744. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Alight Financial Advisors, LLC manage?

    Alight Financial Advisors, LLC manages approximately 195,957 client accounts according to its latest SEC filing.

    Is Alight Financial Advisors, LLC SEC registered?

    Yes, Alight Financial Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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