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Aligne Wealth Preservation & Insurance Services, LLC.

● SEC registered since 2022CRD 321735SEC# 801-125833Los Angeles, CA
Export (members)
Reg. AUM
$168.8M
Employees
5
Accounts
311
Location
Los Angeles, CA

Aligne Wealth Preservation & Insurance Services, LLC. assets under management

Aligne Wealth Preservation & Insurance Services, LLC. is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2022. It reports $168.8 million in regulatory assets under management and employs 5 people.
www.facebook.com/alignewealthllcView on SEC.gov ↗

Aligne Wealth Preservation & Insurance Services, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Ivan Manuel Illan ControlCco, Founder, Cio, MemberOver 75%2012

Frequently asked questions

How much does Aligne Wealth Preservation & Insurance Services, LLC. manage?

Aligne Wealth Preservation & Insurance Services, LLC. reports $168.8 million in regulatory assets under management on its Form ADV.

How many employees does Aligne Wealth Preservation & Insurance Services, LLC. have?

Aligne Wealth Preservation & Insurance Services, LLC. reports 5 employees.

Where is Aligne Wealth Preservation & Insurance Services, LLC. located?

Aligne Wealth Preservation & Insurance Services, LLC. is based in Los Angeles, CA and has been SEC-registered since 2022.

Does Aligne Wealth Preservation & Insurance Services, LLC. disclose fund performance?

Aligne Wealth Preservation & Insurance Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1801 Century Park East, Suite 1440, Los Angeles, CA 90067
Phone(310) 795-0622
Office hours8:30 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1971725
Discloses disciplinary historyNo

Assets under management

Discretionary$168.8M
Non-discretionary$0
Total (RAUM)$168.8M