# Xi Zhang

> Xi Zhang 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.

Page: https://find.wellspent.co/advisors/xi-zhang/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $224.4M across 342 accounts
- **CRD:** 7540220 (https://adviserinfo.sec.gov/individual/summary/7540220)
- **SEC registration:** Investment adviser representative in CA, LA
- **Exams passed:** Series 66 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370

## Frequently asked questions

### Is Xi Zhang a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Xi 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 Xi charge for financial advice?

Xi's firm, Aligne Wealth Advisors Investment Management (awaim), reports charging a percentage of assets on its SEC Form ADV.

### Where is Xi Zhang based?

Xi Zhang is based in Los Angeles, California.

### Is Xi Zhang registered with the SEC?

Yes. Xi Zhang is registered as an investment adviser representative in CA and LA (CRD 7540220), 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 Xi Zhang?

Through Xi's website, podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7540220): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.