ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.

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ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.

UUIDb7bf5d2c-922c-5740-bb25-45d2a568da60

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	321735	321735	—	1.0
cik	0001971725	1971725	—	—
sec_file_number	801-125833	801-125833	—	—

Profile

Websitehttps://www.youtube.com/channel/UCBMLS6I5yq2SsfjLs9_y9og

HQ CityLOS ANGELES

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)168,815,330.0
RAUM (discretionary)168,815,330.0
Actionable assets147,793,303.0
Accounts311.0

Institutional Clients

Government AUM0.0
Pension AUM9,349,100.0
Charitable AUM0.0
HNW AUM136,292,291.0

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ILLAN, IVAN, MANUEL	CCO, FOUNDER, CIO, MEMBER	OFFICER	—	{"filing_id": "2015380", "owner_id": "2820366", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/10/2025 03:09:34 PM",
  "filing_id": "2015380",
  "reg_type": "IA"
}
```

ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1