ALIGN WEALTH MANAGEMENT, LLC
ALIGN WEALTH MANAGEMENT, LLC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 131482). Regulatory assets under management: $415.4M.
Registration
- CRD: 131482
- SEC file number: 801-63165
- Type: Registered investment adviser
- 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 | — |
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