# ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.

ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC. of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 321735
- Type: SEC-registered investment adviser
- SEC file number: 801-125833
- Location: 1801 CENTURY PARK EAST, SUITE 1440, LOS ANGELES, CA, 90067
- Phone: (310) 795-0622
- Latest filing: 2026-07-23
- Regulatory AUM: $224.4M
- Discretionary AUM: $224.4M
- Clients: 5
- Accounts: 342

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Ivan Manuel Illan | CCO, FOUNDER, CIO, MEMBER | Los Angeles, CA |
| Jacob Randall Weston | MANAGING DIRECTOR & PORTFOLIO MANAGER | Los Angeles, CA |
| ILLAN IVAN MANUEL | CCO, FOUNDER, CIO, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321735/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321735/similar
- Related entities: https://search.stillhousedata.com/firm/321735/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321735

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.