Alight Financial Solutions, Llc
$37.5M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$16.5M
$32.7M
2019
2023
Same-firm comparison: 1 firms that reported Alight Financial Solutions, Llc in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Atlantic Wealth Partners, Llc | $24.8M | $228M | 10.9% | 03/28/2024 |
| 210 Wealth Management, Inc. | $12.7M | $117M | 10.9% | 03/25/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.