Aligne Wealth Advisors Investment Management (awaim)

Asset Manager SEC-registered adviser

Legal name: Aligne Wealth Preservation & Insurance Services, LLC.

Los Angeles, CA Website LinkedIn X

AUM

$224.4M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$1.1M
Gross asset value

Employees

5

Last Form D raise

May 2026
Most recent fund filing

From SEC Form ADV filing (filed Jul 23, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

I
Ivan Illan
CCO, Founder, CIO, Member
Source: SEC Form ADV
J
Jacob Weston
Managing Director & Portfolio Manager
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Awaim Global Macro Opportunities Fund, LPHedge Fund$1.1M——May 2026Hot

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
321735
SEC file number
801-125833
CIK
1971725

Sources