ALIGN WEALTH MANAGEMENT, LLC

CRD #131482 SEC #801-63165 OKLAHOMA CITY, OK (405) 607-4820

SEC Registered

Total AUM

$415.4M

Discretionary

$415.4M

Employees

Clients

101

Accounts

991

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oklahoma
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 27, 2023
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL	E	Control
PUCKETT, WILLIAM, BRIAN	I	PRINCIPAL	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PUCKETT, WILLIAM, BRIAN	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	C	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control
PACKARD, DENNIS, SCOTT	I	MEMBER	B	Control

Registrations

Federal

Apr 27, 2023 REGISTERED

Notice Filings (5)

AZ FL MS OK TX

Address

13921 QUAIL POINTE DRIVE
OKLAHOMA CITY, OK 73134
United States

Phone: (405) 607-4820