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NAVALIGN, LLC

ENCINO, CA · CRD 119919 · IAPD ↗ · 818-728-4500

$731.9MRegulatory AUM
8Advisory reps
10Employees
19Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — NAVALIGN, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — NAVALIGN, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — NAVALIGN, LLC crossed $500M in regulatory AUM ($438.7M -> $553.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.