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TOTAL ALIGNMENT WEALTH ADVISORS, LLC
CRD 166538
5 PENN PLAZA, 19TH FLOOR, NEW YORK, NY, 10001, United States
Phone
212-913-9110
Fax
917-398-1577
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 5 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER REVIEW
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 28 | — |
All web addresses on file
Official SEC filing: View on IAPD