# ALIGN WEALTH MANAGEMENT, LLC

ALIGN WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser.

## Registration

- CRD: 131482
- Type: SEC-registered investment adviser
- SEC file number: 801-63165
- Location: 13921 QUAIL POINTE DRIVE, OKLAHOMA CITY, OK, 73134
- Phone: (405) 607-4820
- Latest filing: 2023-05-03
- Regulatory AUM: $415.4M
- Discretionary AUM: $415.4M
- Clients: 5
- Accounts: 991

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| PUCKETT WILLIAM BRIAN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| PACKARD DENNIS SCOTT | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131482/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131482/similar
- Related entities: https://search.stillhousedata.com/firm/131482/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131482

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.