Xi Zhang
Aligne Wealth Advisors Investment Management (awaim) · Los Angeles, California
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.
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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 · CRD 7540220 |
| Exams passed | Series 66 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/ca/podcast/deep-economic-thoughts/id1082165370 |
| Profile |
How Xi'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 Xi
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.
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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