Aligne Wealth Advisors Investment Management (Awaim)

RIASEC RegisteredEst. 2022

Total AUM

$224M

Discretionary

$224M

100% of AUM

Avg account

$656K

Accounts

342

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 321735
Registered since: June 9, 2022
Website: www.alignewealth.com
Custodians: LPL FINANCIAL LLC, JOHNSTONE BROKERAGE SERVICES, LLC
Fee structure: Percentage of AUM
Client types: HNWI83.17%
Individuals10.09%
Pension & Profit Sharing Plans5.62%
Corporations / Businesses1.08%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aligne Wealth Advisors Investment Management (Awaim) is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and manages client relationships on a fee basis tied to assets under management. Awaim serves both individual and family clients as well as institutional accounts. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.