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ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
CRD 321735 · SEC 801-125833
1801 CENTURY PARK EAST, SUITE 1440, LOS ANGELES, CA, 90067, United States
Phone
(310) 795-0622
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.4M
Discretionary AUM
$224.4M
Team
5 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $22.6M |
| High net worth individuals | 105 | $186.6M |
| Pension/profit sharing plans | 5 | $12.6M |
| Charitable organizations | 1 | $91K |
| Corporations/business entities | 5 | $2.4M |
States served
AZ, CA, GA, LA, NY, WA, TX, FL
All web addresses on file
- https://www.alignewealth.com/
- https://www.instagram.com/aligne_wealth/ https://linktr.ee/AWAIM
- https://www.facebook.com/alignewealthllc/
- https://twitter.com/ivan_m_illan
- https://www.linkedin.com/in/ivanillan/
- https://www.linkedin.com/company/aligne-wealth-preservation-&-insurance-services-llc/
- https://podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370
- https://www.youtube.com/channel/UCBMLS6I5yq2SsfjLs9_y9og
Official SEC filing: View on IAPD