LOS ANGELES, CACRD 321735Latest ADV March 25, 2026
Aligne Wealth Advisors Investment Management (Awaim) is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 25, 2026, reports $224M in regulatory assets under management, 5 employees, and 342 accounts.
Assets Under Management
$224M
Employees
5
Offices
--
Total Clients
220
Primary office
LOS ANGELES, CA
1801 CENTURY PARK EAST, SUITE 1440, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.7% of total clients.
Top client categories% of clientsClients
1
HNWI
47.7%
105
2
Individuals
47.3%
104
3
Pension Plans
2.3%
5
4
Corporations
2.3%
5
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 25, 2026
Discretionary100.0%
$224M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$224M
Total Accounts342
10Y AUM Change+$224M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee44:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.