Investment adviser representative · Aligne Wealth Advisors Investment Management (Awaim)
Xi Zhang
CRD 7540220 · Los Angeles, CA
At a glance
Xi Zhang is an investment adviser representative with Aligne Wealth Advisors Investment Management (Awaim) in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Xi’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Aligne Wealth Advisors Investment Management (Awaim)Since July 2023Los Angeles, CA · $224M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Xi’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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