LeadIQ logo
Learn more at LeadIQ.com
Align Wealth Management logo

Align Wealth Management Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Align Wealth Management is a small financial services advisory that provides fiduciary guidance and straightforward investment solutions. It targets individuals, families, and small business owners, offering a process grounded in transparency, independent advice, and disciplined, research-driven planning. By prioritizing the client’s interests and avoiding high-commission products, the firm aims to reduce conflicts and support prudent wealth management.

Based in Oklahoma City, Oklahoma, Align Wealth Management operates as a boutique advisory within the financial services industry. It emphasizes fiduciary duty and plain-spoken, transparent guidance, presenting itself as an alternative to commission-driven intermediaries and favoring simple, well-considered investment options. The firm has received local recognition, including a 2020 Readers' Choice Award for Best Local Financial Advisor.

Find Align Wealth Management employees' phone numbers or email addresses

Align Wealth Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Align Wealth Management's Leadership

  • Stylized image of a person
    R. Y.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Owner
    Phone icon
    Mobile Phone

Align Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Other
  • Human Resources
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design

Contact profiles from Align Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. W.
    Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. Y.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Align Wealth Management known for?

Minus sign iconPlus sign iconAlign Wealth Management was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-405-607-****
. Explore Align Wealth Management's company overview page for more information.

What is Align Wealth Management's most common email format?

Minus sign iconPlus sign iconAlign Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Align Wealth Management email formats with LeadIQ.

How many employees does Align Wealth Management have currently?

Minus sign iconPlus sign iconAlign Wealth Management has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Align Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Align Wealth Management's key employees include:

  • President: R. Y.
  • Owner: A. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.