# Align Wealth Advisors

> Align Wealth Advisors is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 158631
- Filed as: ALIGN WEALTH ADVISORS
- Legal name: NY&A, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158631
- AdvisorCensus page: https://advisorcensus.com/firm/align-wealth-advisors-laguna-hills-ca-158631

## Quick answers

**How is Align Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Align Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Align Wealth Advisors located?**
Align Wealth Advisors' principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Align Wealth Advisors registered with the SEC or a state?**
Align Wealth Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 158631.

**How much does Align Wealth Advisors manage?**
Align Wealth Advisors reports $101,009,419 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Align Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205).

**Does Align Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158631

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,009,419
- Discretionary: $0
- Non-discretionary: $101,009,419

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $101,009,419 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignwealthadvisors.com
- Facebook @LifeWealthBalance
- Instagram @alignwealthadvisors
- LinkedIn @align-wealth-advisors
- YouTube @UC9bu5_T_kinHoKNHfPokFig

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Wealth Advisors (CRD 158631): Form ADV filing data as of October 2026.