A complete list of active advisors currently associated with Aligne Wealth Advisors Investment Management (AWAIM)
Warmer can help you find a great advisor at Aligne Wealth Advisors Investment Management (AWAIM) or one who fits your needs even better.
Aligne Wealth Advisors Investment Management (AWAIM) is an SEC-registered advisory firm with four advisors and roughly $224 million in discretionary assets that serves individuals (including high‑net‑worth clients), trusts, business entities, charitable organizations, and pension/profit‑sharing plans; the brochure states a typical account minimum of $500,000. The firm offers discretionary investment management through a suite of four model portfolio solutions and also provides financial planning and pension consulting services. AWAIM’s investment process is driven by proprietary global macroeconomic research that informs allocations to equities, fixed income, and cash, using diversified, risk‑based portfolios implemented primarily with mutual funds and ETFs and rebalanced periodically. The firm accepts discretionary authority to execute its model allocations, discloses the material risks of its strategy in Item 8, and does not charge performance‑based fees. Compared with many team firms, AWAIM’s brochure discloses advertised predecessor performance, third‑party ratings, and performance results — practices the firm highlights in its materials and that are uncommon among peers. The ADV also identifies a related affiliate (AWAIM (HK) Limited) where the firm’s CIO has a formal role and potential outside compensation (~4 hours monthly and about 10% of his expected annual compensation), notes that two principals are licensed insurance agents who may receive commissions on insurance sales, and records a recent custodial update adding Johnstone Brokerage Services.
To learn more about the advisors currently working at Aligne Wealth Advisors Investment Management (AWAIM), click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 25
| |
Los Angeles, CA
| 41
| |
Los Angeles, CA
| 7
| |
Los Angeles, CA
| 3
|
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