Ivan Illan
Aligne Wealth Advisors Investment Management (awaim) · Los Angeles, California
Ivan Illan is a fee-only financial advisor at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, California. Aligne Wealth Advisors Investment Management (awaim) reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Aligne Wealth Advisors Investment Management (awaim) |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $224.4M across 342 accounts |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 2820366 |
| Exams passed | Series 63 (2005) · Series 65 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370 |
How Ivan's firm compares
- Aligne Wealth Advisors Investment Management (awaim)'s average account is about $656,000, from its Form ADV (assets managed divided by 342 accounts).
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Questions about Ivan
Is Ivan Illan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ivan holds no broker registration, and Aligne Wealth Advisors Investment Management (awaim) reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ivan charge for financial advice?
Ivan's firm, Aligne Wealth Advisors Investment Management (awaim), reports charging a percentage of assets on its SEC Form ADV.
Where is Ivan Illan based?
Ivan Illan is based in Los Angeles, California.
Is Ivan Illan registered with the SEC?
Yes. Ivan Illan is registered as an investment adviser representative in CA, LA and TX (CRD 2820366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aligne Wealth Advisors Investment Management (awaim) manage?
Aligne Wealth Advisors Investment Management (awaim) reports $224.4M across 342 accounts in assets under management.
How do I contact Ivan Illan?
Through Ivan's website, podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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