ALIGHT FINANCIAL ADVISORS, LLC

CRD #158744 SEC #801-72679 CHARLOTTE, NC 866-560-7256

SEC Registered Broker-Dealer

Total AUM

$30.9B

Discretionary

$30.9B

Employees

Clients

Accounts

197,089

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOTKOWSKI, MATTHEW, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
FRITZ, JEREMY, JASON	I	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
HAGY, PAUL, ALLEN	I	MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
PARRY, WILLIAM, SCOTT	I	CHIEF EXECUTIVE OFFICER/MANAGING MEMBER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAN GINHOVEN, PAUL, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
ALIGHT SOLUTIONS, LLC	DE	OWNER	E	Control
HEWITT ASSOCIATES LLC	DE	OWNER	E	Control
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT ASSOCIATES LLC	DE	OWNER/MEMBER	E
HEWITT FINANCIAL SERVICES LLC	DE	OWNER	E	Control
HEWITT FINANCIAL SERVICES LLC	DE	OWNER/MEMBER	E	Control
HEWITT FINANCIAL SERVICES LLC	DE	OWNER/MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BLACKSTONE MANAGEMENT ASSOCIATES VII NQ LLC	DE	BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	F	Control
BLACKSTONE MANAGEMENT ASSOCIATES VII NQ LLC	DE	BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	F	Control
BLACKSTONE MANAGEMENT ASSOCIATES VII NQ LLC	DE	BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	F	Control
BLACKSTONE MANAGEMENT ASSOCIATES VII NQ LLC	DE	BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	F	Control
ALIGHT, INC	DE	FOLEY TRASIMENE ACQUISITION CORP	E	Control
ALIGHT, INC	DE	FOLEY TRASIMENE ACQUISITION CORP	E	Control
ALIGHT, INC	DE	FOLEY TRASIMENE ACQUISITION CORP	E	Control
ALIGHT, INC	DE	FOLEY TRASIMENE ACQUISITION CORP	E	Control
ALIGHT, INC	DE	FOLEY TRASIMENE ACQUISITION CORP	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON CORPORATION	DE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
AON PLC	FE	HEWITT ASSOCIATES LLC	E	Control
HEWITT ASSOCIATES LLC	DE	HEWITT FINANCIAL SERVICES LLC	E	Control
TEMPO ACQUISITION, LLC	DE	HEWITT ASSOCIATES LLC	E	Control
TEMPO ACQUISITION, LLC	DE	HEWITT ASSOCIATES LLC	E	Control
TEMPO ACQUISITION, LLC	DE	HEWITT ASSOCIATES LLC	E	Control
TEMPO ACQUISITION, LLC	DE	HEWITT ASSOCIATES LLC	E	Control
TEMPO ACQUISITION, LLC	DE	ALIGHT SOLUTIONS, LLC	E	Control
TEMPO ACQUISITION, LLC	DE	ALIGHT SOLUTIONS, LLC	E	Control
TEMPO ACQUISITION, LLC	DE	ALIGHT SOLUTIONS, LLC	E	Control
TEMPO ACQUISITION, LLC	DE	ALIGHT SOLUTIONS, LLC	E	Control
TEMPO ACQUISITION, LLC	DE	ALIGHT SOLUTIONS, LLC	E	Control
TEMPO HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	E	Control
TEMPO HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	E	Control
TEMPO HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	E	Control
TEMPO HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
TEMPO INTERMEDIATE HOLDING COMPANY II, LLC	DE	TEMPO ACQUISITION, LLC	E	Control
FOLEY TRASIMENE ACQUISITION CORP	DE	ALIGHT HOLDING COMPANY, LLC	D
FOLEY TRASIMENE ACQUISITION CORP	DE	ALIGHT HOLDING COMPANY, LLC	D
FOLEY TRASIMENE ACQUISITION CORP	DE	ALIGHT HOLDING COMPANY, LLC	D
FOLEY TRASIMENE ACQUISITION CORP	DE	ALIGHT HOLDING COMPANY, LLC	D
FOLEY TRASIMENE ACQUISITION CORP	DE	ALIGHT HOLDING COMPANY, LLC	D
ALIGHT HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	C	Control
ALIGHT HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	C	Control
ALIGHT HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	C	Control
ALIGHT HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	C	Control
ALIGHT HOLDING COMPANY, LLC	DE	TEMPO INTERMEDIATE HOLDING COMPANY I, LLC	C	Control
BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	DE	TEMPO HOLDING COMPANY, LLC	C	Control
BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	DE	TEMPO HOLDING COMPANY, LLC	C	Control
BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	DE	TEMPO HOLDING COMPANY, LLC	C	Control
BLACKSTONE CAPITAL PARTNERS VII NQ L.P.	DE	TEMPO HOLDING COMPANY, LLC	C	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (52)

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Address

9335 HARRIS CORNERS PARKWAY
SUITE 150
CHARLOTTE, NC 28269
United States

Phone: 866-560-7256