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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aligne Wealth Preservation & Insurance Services LLC
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|---|---|
| CRD # | 321735 |
| SEC # | 801-125833 |
| CIK # | 0001971725 |
| AUM | $168.8 M (2025-02-21) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 310-795-0622 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 21.0 |
| (b) Individuals (high net worth individuals) | 99 | 136.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 311 | 168.8 |
| By Discretionary | ||
| Discretionary | 311 | 168.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 311 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 311 | 168.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Springwater Wealth Management LLC
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|
OR | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |
|
AJF Capital Management Inc
✚
|
NY | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 | |
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
Goyette Financial Planning Inc
✚
|
CA | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |