# ALIGN WEALTH ADVISORS

ALIGN WEALTH ADVISORS of LAGUNA HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 158631
- Type: SEC-registered investment adviser
- SEC file number: 801-72630
- Location: 24031 EL TORO ROAD, LAGUNA HILLS, CA, 92653
- Phone: 949-715-8585
- Latest filing: 2026-03-31
- Regulatory AUM: $101.0M
- Non-discretionary AUM: $101.0M
- Clients: 5
- Accounts: 205

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| YRIZARRY NICHOLAS NMN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158631/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158631/similar
- Related entities: https://search.stillhousedata.com/firm/158631/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158631

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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.