A
$101.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
205 ADV. Clients
14 yrs Firm Age
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- Custodian
- Capital Group · Fidelity/NFS · Jackson National Life · Nationwide · Pershing · SEI · Transamerica
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 08-09-2011
- Office Locations
- 1
Office Locations
24031 EL Toro Road Suite 210 Laguna Hills CA
About Align Wealth Advisors
Align Wealth Advisors is a Laguna Hills, CA RIA providing holistic financial planning and portfolio guidance for families across life stages—from young families to pre/near retirees. Services include retirement, tax, insurance, and college planning plus ongoing risk and allocation reviews. Investment implementation commonly uses diversified ETFs, mutual funds, and index funds, with custody through SEI and goal tracking via eMoney.
Team overview
64 AVG AGE
$101.0M AVG AUM / ADVISOR
$492.7K AVG AUM / CLIENT
8.2 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Quantum
Client Personas
Fusion
Custodian
Vertex
Investment Themes
Ridge Focus Pathway
Investment Vehicles
Delta Alpha
Platform
Alpha quantum
Services
Alpha eagle Frontier Ember oak Insight Harbor delta Wave legacy Prime insight Pioneer vector
Technology
Unison
Owner & Executives
NICHOLAS N/A YRIZARRY
Chief Compliance Officer, Managing Member
- CRD
- #2075325
- Ownership
- 75% or more
(638) 661-5149
timber.element@vitalcapital.com
in linkedin.com/in/eagle-horizon
Showing 1 of 1 owners & executives
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B
BRIAN SCOTT MANDEL
Owner
- CRD
- #7504988
(288) 239-1248
north.alpha@unisoncapital.com
in linkedin.com/in/beacon-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $85,106 |
| Non-Discretionary | $101,009,419 | -- |
| Total | $101,009,419 | $85,106 |
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Separately Managed Accounts
Total SMA Asset: $101,009,419
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $7,064,472,393 | 100.0% |
| Total | $7,064,472,393 | 100.0% |