Navalign, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encino, CA. Its latest Form ADV filing, dated April 2, 2026, reports $732M in regulatory assets under management, 10 employees, and 1,906 accounts.
Assets Under Management
$732M
Employees
10
Offices
--
Total Clients
716
Primary office
ENCINO, CA
15910 VENTURA BLVD, SUITE 1605, ENCINO, CA, United States
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
439
2
HNWI
33.7%
241
3
Pension Plans
4.5%
32
4
Corporations
0.4%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$732Mas of April 2, 2026
Discretionary100.0%
$732M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$732M
Total Accounts1,906
10Y AUM Change+$631M (+625.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee72:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.