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
5
Clients
101
Accounts
991
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $415.4M | $415.4M | $0 | 5 | 0 |
| Apr 2023 | $415.4M | $415.4M | $0 | 5 | 0 |
| Mar 2023 | $415.4M | $415.4M | $0 | 5 | 0 |
| Mar 2022 | $430.4M | $430.4M | $0 | 5 | 0 |
| Mar 2021 | $390.1M | $390.1M | $0 | 5 | 0 |
| Jun 2020 | $333M | $333M | $0 | 5 | 0 |
| Mar 2020 | $333M | $333M | $0 | 5 | 0 |
| Mar 2019 | $305.4M | $300.5M | $4.9M | 5 | 0 |
| Mar 2019 | $305.4M | $305.4M | $0 | 5 | 0 |
| Mar 2018 | $295.6M | $290.9M | $4.7M | 5 | 0 |
| Mar 2018 | $295.6M | $290.9M | $4.7M | 5 | 0 |
| Mar 2018 | $295.6M | $290.9M | $4.7M | 5 | 0 |
| Mar 2018 | $295.6M | $290.9M | $4.7M | 5 | 0 |
| Feb 2018 | $295.6M | $295.6M | $0 | 5 | 0 |
| Feb 2017 | $228M | $223M | $5M | 5 | 175 |
| Jan 2017 | $228M | $223M | $5M | 5 | 175 |
| Feb 2016 | $215.8M | $212M | $3.8M | 4 | 150 |
| Jul 2015 | $212.4M | $208.5M | $3.9M | 4 | 150 |
| May 2015 | $212.4M | $208.5M | $3.9M | 4 | 150 |
| Mar 2015 | $212.4M | $208.5M | $3.9M | 4 | 150 |
| Dec 2014 | $185.1M | $183.6M | $1.5M | 4 | 130 |
| Nov 2014 | $185.1M | $183.6M | $1.5M | 4 | 130 |
| Feb 2014 | $185.1M | $183.6M | $1.5M | 4 | 130 |
| May 2013 | $155M | $153M | $2M | 4 | 115 |
| Apr 2013 | $155M | $153M | $2M | 4 | 115 |
| Mar 2013 | $155M | $153M | $2M | 4 | 115 |
| Feb 2013 | $155M | $153M | $2M | 4 | 115 |
| Dec 2012 | $139.5M | $137.8M | $1.8M | 5 | 125 |
| Mar 2012 | $139.5M | $137.8M | $1.8M | 1 | 125 |
| May 2011 | $126.9M | $124.2M | $2.7M | 5 | -- |
| Mar 2011 | $126.9M | $124.2M | $2.7M | 5 | -- |
| Oct 2010 | $116M | $113M | $3M | 5 | -- |
| Apr 2010 | $109M | $106M | $3M | 5 | -- |
| Mar 2009 | $90M | $80M | $10M | 5 | -- |
| Sep 2008 | $105M | $85M | $20M | 5 | -- |
| Nov 2007 | $80.3M | $61.1M | $19.2M | 5 | -- |
| Apr 2007 | $80.3M | $61.1M | $19.2M | 5 | -- |
| Feb 2007 | $80.3M | $61.1M | $19.2M | 5 | -- |
| Feb 2007 | $80.3M | $61.1M | $19.2M | 5 | -- |
| Feb 2007 | $72.5M | $58M | $14.5M | 5 | -- |
| Dec 2006 | $72.5M | $58M | $14.5M | 5 | -- |
| Mar 2006 | $72.5M | $58M | $14.5M | 5 | -- |
| May 2005 | $63M | $52M | $11M | 5 | -- |
| Sep 2004 | $30M | $30M | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
DateMay 2023
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$430.4M
Discretionary$430.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$333M
Discretionary$333M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$333M
Discretionary$333M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$305.4M
Discretionary$300.5M
Non-Disc.$4.9M
Employees5
Clients0
DateMar 2019
Total AUM$305.4M
Discretionary$305.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$295.6M
Discretionary$290.9M
Non-Disc.$4.7M
Employees5
Clients0
DateMar 2018
Total AUM$295.6M
Discretionary$290.9M
Non-Disc.$4.7M
Employees5
Clients0
DateMar 2018
Total AUM$295.6M
Discretionary$290.9M
Non-Disc.$4.7M
Employees5
Clients0
DateMar 2018
Total AUM$295.6M
Discretionary$290.9M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2018
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$228M
Discretionary$223M
Non-Disc.$5M
Employees5
Clients175
DateJan 2017
Total AUM$228M
Discretionary$223M
Non-Disc.$5M
Employees5
Clients175
DateFeb 2016
Total AUM$215.8M
Discretionary$212M
Non-Disc.$3.8M
Employees4
Clients150
DateJul 2015
Total AUM$212.4M
Discretionary$208.5M
Non-Disc.$3.9M
Employees4
Clients150
DateMay 2015
Total AUM$212.4M
Discretionary$208.5M
Non-Disc.$3.9M
Employees4
Clients150
DateMar 2015
Total AUM$212.4M
Discretionary$208.5M
Non-Disc.$3.9M
Employees4
Clients150
DateDec 2014
Total AUM$185.1M
Discretionary$183.6M
Non-Disc.$1.5M
Employees4
Clients130
DateNov 2014
Total AUM$185.1M
Discretionary$183.6M
Non-Disc.$1.5M
Employees4
Clients130
DateFeb 2014
Total AUM$185.1M
Discretionary$183.6M
Non-Disc.$1.5M
Employees4
Clients130
DateMay 2013
Total AUM$155M
Discretionary$153M
Non-Disc.$2M
Employees4
Clients115
DateApr 2013
Total AUM$155M
Discretionary$153M
Non-Disc.$2M
Employees4
Clients115
DateMar 2013
Total AUM$155M
Discretionary$153M
Non-Disc.$2M
Employees4
Clients115
DateFeb 2013
Total AUM$155M
Discretionary$153M
Non-Disc.$2M
Employees4
Clients115
DateDec 2012
Total AUM$139.5M
Discretionary$137.8M
Non-Disc.$1.8M
Employees5
Clients125
DateMar 2012
Total AUM$139.5M
Discretionary$137.8M
Non-Disc.$1.8M
Employees1
Clients125
DateMay 2011
Total AUM$126.9M
Discretionary$124.2M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2011
Total AUM$126.9M
Discretionary$124.2M
Non-Disc.$2.7M
Employees5
Clients--
DateOct 2010
Total AUM$116M
Discretionary$113M
Non-Disc.$3M
Employees5
Clients--
DateApr 2010
Total AUM$109M
Discretionary$106M
Non-Disc.$3M
Employees5
Clients--
DateMar 2009
Total AUM$90M
Discretionary$80M
Non-Disc.$10M
Employees5
Clients--
DateSep 2008
Total AUM$105M
Discretionary$85M
Non-Disc.$20M
Employees5
Clients--
DateNov 2007
Total AUM$80.3M
Discretionary$61.1M
Non-Disc.$19.2M
Employees5
Clients--
DateApr 2007
Total AUM$80.3M
Discretionary$61.1M
Non-Disc.$19.2M
Employees5
Clients--
DateFeb 2007
Total AUM$80.3M
Discretionary$61.1M
Non-Disc.$19.2M
Employees5
Clients--
DateFeb 2007
Total AUM$80.3M
Discretionary$61.1M
Non-Disc.$19.2M
Employees5
Clients--
DateFeb 2007
Total AUM$72.5M
Discretionary$58M
Non-Disc.$14.5M
Employees5
Clients--
DateDec 2006
Total AUM$72.5M
Discretionary$58M
Non-Disc.$14.5M
Employees5
Clients--
DateMar 2006
Total AUM$72.5M
Discretionary$58M
Non-Disc.$14.5M
Employees5
Clients--
DateMay 2005
Total AUM$63M
Discretionary$52M
Non-Disc.$11M
Employees5
Clients--
DateSep 2004
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--