# Total Alignment Wealth Advisors, LLC

> Total Alignment Wealth Advisors, LLC is a state-registered investment advisory firm in New York, NY, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated March 28, 2026.

- CRD: 166538
- Filed as: TOTAL ALIGNMENT WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166538
- AdvisorCensus page: https://advisorcensus.com/firm/total-alignment-wealth-advisors-llc-new-york-ny-166538

## Quick answers

**How is Total Alignment Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Total Alignment Wealth Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Total Alignment Wealth Advisors, LLC located?**
Total Alignment Wealth Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Total Alignment Wealth Advisors, LLC registered with the SEC or a state?**
Total Alignment Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166538.

**What types of clients does Total Alignment Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28).

**Does Total Alignment Wealth Advisors, LLC 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/166538

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [totalalignmentwealth.com](https://totalalignmentwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Alignment Wealth Advisors, LLC (CRD 166538): Form ADV filing data as of October 2026.