RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
I••• M••••• I••••
- Title
- Founder & Chief Investment Officerreportedalignewealth.comfirm site, Sep 16, 2026
- Designations
- AIF, CFS, CFAreportedalignewealth.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “As Founder & Chief Investment Officer, he leads the A•••• ® Investment Committee’s global macroeconomic forecast and asset allocation decision-making on its ACGM Total Portfolio Solutions Suite ™ .”reportedalignewealth.comthe sentence on the bio page
- Direct business phone
- 310-795-0622reportedalignewealth.comfirm site, Sep 16, 2026
- Professional profile
- alignewealth.com/team/ivan-illanreportedalignewealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••• W••••• A••••••• I••••••••• M••••••••• •••••• independent RIA currentsince Jun 13, 2022 · Los Angeles, Ca
- L•• F•••••••• L•• BD affiliatedApr 1, 2025 to Jul 17, 2025 · Los Angeles, Ca
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 21, 2005 to Jun 16, 2022 · Los Angeles, Ca
- F••••• I••••••••• independent RIANov 7, 2003 to Sep 10, 2004 · Birmingham, Al
- L•• F•••••••• L•• to no registered destinationleft Jul 17, 2025 · Departure, no registered destination
- M•• I•••••••• S•••••••• L•• to A••••• W••••• A••••••• I••••••••• M••••••••• ••••••left Jun 16, 2022, registered Jun 13, 2022 (-3 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- F••••• I••••••••• to M•• I•••••••• S•••••••• L••left Sep 10, 2004, registered Mar 21, 2005 (192 days) · Other
- I••• M••••• I•••• no longer registered at L•• F•••••••• L••; no later IA registration on IAPDJul 17, 2025 · Advisor departure · fact
- I••• M••••• I•••• left M•• I•••••••• S•••••••• L•• for A••••• W••••• A••••••• I••••••••• M••••••••• •••••• (registered 2022-06-13)Jun 16, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address