ALIGN WEALTH ADVISORS

ALIGN WEALTH ADVISORS of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 158631). Regulatory assets under management: $101.0M.

Registration

• CRD: 158631
• SEC file number: 801-72630
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search