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Aligne Wealth Advisors Investment Management (Awaim)

Aligne Wealth Advisors Investment Management (Awaim). CRD 321735

A

CRD: 321735

Aligne Wealth Advisors Investment Management (Awaim)

LOS Angeles, CA, 90067
3107950622
www.alignewealth.com
$224.4M Total AUM
$224.4M Disc. AUM
18.3% 3Y CAGR
5 Employees
220 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Capital vital
Established Date
06-09-2022
Office Locations
1

Office Locations

1801 Century Park East Suite 1440 LOS Angeles CA

About Aligne Wealth Advisors Investment Management (Awaim)

Aligne Wealth Advisors Investment Management (AWAIM) delivers tactical, multi-asset portfolio management and planning support for high net worth families, corporate executives, endowments, retirement plans, and a network of financial advisors. Advisors get turn-key operational and portfolio support backed by an audited, verified performance history. Strategies are driven by in-house global macro research and implemented through separately managed accounts; a private fund vehicle for qualified investors is in development. The firm also expanded research to Hong Kong via an SFC Type 9 licensed entity (services not for U.S. persons).

Team overview

39 AVG AGE
$56.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Bridge oak Zenith

Client Personas

Signal ridge

CRM

Prime crest

Custodian

Quantum Prime momentum

Investment Themes

Horizon

Investment Vehicles

Delta Beacon alpha

Services

Focus timber Bridge Radial atlas Capital Vector delta North Harbor Glacier horizon

Technology

Foundation ember

Owner & Executives

I

IVAN MANUEL ILLAN

Chief Compliance Officer, Chief Investment Officer, FOUNDER

CRD
#2820366
Ownership
75% or more
(296) 341-2472
momentum.zenith@ridgecapital.com
in linkedin.com/in/horizon-element
J

Jacob Randall Weston

Managing Director, PORTFOLIO MANAGER

CRD
#6721225
Ownership
Less than 5%
(689) 764-7757
ember.legacy@signalcapital.com
in linkedin.com/in/bridge-alpha

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Contacts

J

JONAS BOB LEE

--

CRD
#1278761
(967) 587-9954
momentum.glacier@frontiercapital.com
in linkedin.com/in/radial-vital
X

Xi Zhang

--

CRD
#7540220
(662) 379-5696
frontier.ridge@ridgecapital.com
in linkedin.com/in/ridge-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-28-2022
09-18-2023
08-28-2024
12-10-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $224,392,095 $656,117
Non-Discretionary $0 --
Total $224,392,095 $656,117

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Separately Managed Accounts

Total SMA Asset: $224,392,095

$224.4M Total SMA
Public Funds:
23.6%
Cash:
17.5%
U.S. Government/Agency:
21.7%
Equity - Exchange:
37.2%
Asset class Assets Assets %
Public Funds $1,346,826,368 23.6%
Cash $998,705,993 17.5%
U.S. Government/Agency $1,238,395,432 21.7%
Equity - Exchange $2,122,963,598 37.2%
Total $5,706,891,391 100.0%

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