Aligne Wealth Preservation & Insurance Services, LLC.
● SEC registered since 2022CRD 321735SEC# 801-125833Los Angeles, CA
Ranks #4,990 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$224.4M
Fund GAV
$1.1M
Private funds
1
Employees
5
Accounts
342
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 $224.4 million in regulatory assets under management and employs 5 people. Aligne Wealth Preservation & Insurance Services, LLC. manages 1 private fund with combined gross assets of $1.1 million, including Awaim Global Macro Opportunities Fund, LP. By regulatory assets, it ranks 4,990 of 6,004 private fund managers.
Aligne Wealth Preservation & Insurance Services, LLC. private funds
1 funds · $1.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Awaim Global Macro Opportunities Fund, LP | Hedge | $1.1M | $500K |
Aligne Wealth Preservation & Insurance Services, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivan Manuel Illan Control | Cco, Founder, Cio, Member | Over 75% | 2012 |
| Jacob Randall Weston Control | Managing Director & Portfolio Manager | Under 5% | 2025 |
Frequently asked questions
How much does Aligne Wealth Preservation & Insurance Services, LLC. manage?
Aligne Wealth Preservation & Insurance Services, LLC. reports $224.4 million in regulatory assets under management on its Form ADV.
How many private funds does Aligne Wealth Preservation & Insurance Services, LLC. manage?
Aligne Wealth Preservation & Insurance Services, LLC. manages 1 private funds with combined gross assets of $1.1 million.
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
| Address | 1801 Century Park East, Suite 1440, Los Angeles, CA 90067 |
| Phone | (310) 795-0622 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1971725 |
| Discloses disciplinary history | No |
Regulatory AUM
$224.4M▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$224.4Mregulatory AUM
Discretionary $224.4M
Service providers
Auditor
Prime broker
Custodian
Administrator