Aligne Wealth Preservation & Insurance Services, Llc.
- Regulatory AUM
- $224M
- Discretionary
- $224M
- Clients
- 220
- Avg AUM / client
- $1.0M
- Accounts
- 342
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $22.6M | 10.1% |
| High net worth individuals | 105 | $187M | 83.2% |
| Pension and profit sharing plans | 5 | $12.6M | 5.62% |
| Charitable organizations | 1 | $90.6K | 0.04% |
| Corporations and other businesses | 5 | $2.4M | 1.08% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ivan Manuel Illan | Cco, Founder, Cio, Member | Mar 2012 (14y) | 75% or more | |
| Jacob Randall Weston | Registered representative | Jun 2022 (4y) | ||
| Jonas Bob Lee | Registered representative | Sep 2022 (4y) | ||
| Xi Zhang | Registered representative | Jul 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $194M (86% of AUM) Jul 2026
- Johnstone Brokerage Services, Llc $28.5M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗