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ALIGHT FINANCIAL ADVISORS, LLC

CHARLOTTE, NC · CRD 158744 · IAPD ↗ · alightfs.com · 866-560-7256

$35.05BRegulatory AUM
60Advisory reps
70Employees
0Clients
51-100Planning clients
0Private funds
52States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2026 — ALIGHT FINANCIAL ADVISORS, LLC grew from 50 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ALIGHT FINANCIAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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