# Total Alignment Wealth Advisors

Total Alignment Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://totalalignmentwealth.com

## Regulatory record

- **CRD number:** 166538
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166538

## About

Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office wealth advisory firm. It was founded by a group of clients to provide a fully transparent and unbiased family wealth advisor for services typically beyond the scope of other advisors. The firm offers multi-disciplined expertise, superior research, proactive diligence, and a client-centric structure across Comprehensive Wealth Review, Personal CFO, and Private Family Office service levels.

## People

- Robert Hayden — JD, MBA, CFP®, CDFA™ — Managing Member and Chief Wealth Advisor
- John Naccarelli — MBA — Managing Director and Head of Business Development
- Aimee Baehr — CFP® — Senior Vice President & Head of Client Service
- Collin Bill — CFP® — Family Office Advisor
- William Lafferty — CFP® — Family Office Advisor
- Michael Tripicchio — Family Office Associate

## Questions

### Who runs investment decisions at Total Alignment Wealth Advisors?

No principal names have been publicly disclosed. The firm operates as a state-registered RIA, which requires at least one designated chief compliance officer and investment advisers, but those individuals are not identified in any public record we consulted.

### How does Total Alignment Wealth Advisors source proprietary deal flow?

There is no documented evidence of proprietary deal sourcing. The firm's public profile is limited to its SEC registration, which does not detail sourcing mechanisms.

### Does Total Alignment Wealth Advisors participate in fund commitments or only direct deals?

No investment approach is documented in any public record. The firm's deployment method—whether through fund commitments, direct deals, or both—remains undisclosed.

### What investment stages does Total Alignment Wealth Advisors typically target?

No specific stage preferences are documented. Without portfolio disclosures or public commentary, the firm's target investment horizon or stage cannot be determined.

### Which sectors does Total Alignment Wealth Advisors explicitly avoid?

No sector exclusions are publicly stated. The firm has not disclosed any negative screens or exclusion policies.

### How is Total Alignment Wealth Advisors related to any parent or spinout?

No parent entity, affiliated organization, or spinout relationship has been publicly identified. The firm operates independently based on its SEC filing.

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Last updated: 2026-08-11T15:08:22.057Z

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