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ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.

Advisory

N·LOS ANGELES, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$224M
1-Year AUM Growth
+7.0%
3-Year CAGR
+9.0%
Employees
4
Assets Under Management
Total AUM$224M
Discretionary AUM$224M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients220
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record20
First FilingMay 9, 2022
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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