ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
Legal name: ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
CRD #321735 SEC #801-125833 LOS ANGELES, CA (310) 795-0622
SEC Registered
Total AUM
$168.8M
Discretionary
$168.8M
Employees
5
Clients
26
Accounts
311
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Weston, Jacob, Randall | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | NA | Control |
| Weston, Jacob, Randall | I | MANAGING DIRECTOR & PORTFOLIO MANAGER | NA | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
| ILLAN, IVAN, MANUEL | I | CCO, FOUNDER, CIO, MEMBER | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (8)
AZ CA FL GA LA NY TX WA
Address
1801 CENTURY PARK EASTSUITE 1440
LOS ANGELES, CA 90067
United States
Phone: (310) 795-0622