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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Oct 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Sep 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Aug 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Feb 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Feb 2025 | $168.8M | $168.8M | $0 | 5 | 0 |
| Aug 2024 | $164.8M | $164.8M | $0 | 5 | 0 |
| Aug 2024 | $164.8M | $164.8M | $0 | 5 | 0 |
| Aug 2024 | $164.8M | $164.8M | $0 | 5 | 0 |
| Aug 2024 | $164.8M | $164.8M | $0 | 6 | 0 |
| Apr 2024 | $164.8M | $164.8M | $0 | 6 | 0 |
| Apr 2024 | $164.8M | $164.8M | $0 | 8 | 0 |
| Mar 2024 | $164.8M | $164.8M | $0 | 9 | 0 |
| Feb 2024 | $164.8M | $164.8M | $0 | 10 | 0 |
| Jan 2024 | $164.8M | $164.8M | $0 | 10 | 0 |
| Sep 2023 | $154.1M | $154.1M | $0 | 8 | 0 |
| Sep 2023 | $154.1M | $154.1M | $0 | 9 | 0 |
| Jul 2023 | $154.1M | $154.1M | $0 | 9 | 0 |
| Jun 2023 | $154.1M | $154.1M | $0 | 8 | 0 |
| May 2023 | $128.5M | $128.5M | $0 | 7 | 0 |
| Apr 2023 | $128.5M | $128.5M | $0 | 6 | 0 |
| Mar 2023 | $128.5M | $128.5M | $0 | 5 | 0 |
| Oct 2022 | $128.3M | $128.3M | $0 | 5 | 0 |
| Sep 2022 | $128.3M | $128.3M | $0 | 8 | 0 |
| Jun 2022 | $0 | $0 | $0 | 7 | 0 |
| May 2022 | $0 | $0 | $0 | 7 | 0 |
DateDec 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0