Aligne Wealth Advisors Investment Management (awaim)

Aligne Wealth Advisors Investment Management (awaim) (CRD# 321735) is a financial advisory firm headquartered in Los Angeles, CA. They manage $164,838,520 in 307 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1801 Century Park East, Suite 1440, Los Angeles, CA 90067
https://twitter.com/ivan_m_illan
By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $536,933
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, NY, TX, WA

Financial Advisors at Aligne Wealth Advisors Investment Management (awaim)
Showing 1 - 4 of 4 top financial advisors.
1
Ivan Illan, financial advisor Los Angeles CA
Ivan M. Illan
CRD#: 2820366
1801 Century Park East, Suite 1440, Los Angeles, CA 90067

Ivan Illan (CRD# 2820366) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has over 21 years of experience in the finance industry.

2
Jonas Lee, financial advisor Los Angeles CA
Jonas B. Lee
CRD#: 1278761
1801 Century Park East, Suite 1440, Los Angeles, CA 90067

Jonas Lee (CRD# 1278761) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
Jacob Weston, financial advisor Los Angeles CA
Jacob R. Weston
CRD#: 6721225
1801 Century Park East, Suite 1440, Los Angeles, CA 90067

Jacob Weston (CRD# 6721225) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has over 4 years of experience in the finance industry.

4
Xi Zhang, financial advisor Los Angeles CA
Xi Zhang
CRD#: 7540220
1801 Century Park East, Suite 1440, Los Angeles, CA 90067

Xi Zhang (CRD# 7540220) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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