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ANGELES WEALTH MANAGEMENT, LLC
CRD 159952 · SEC 801-72992
429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401, United States
Phone
310-393-6300
Fax
310-393-6200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.81B
Discretionary AUM
$2.73B
Team
17 total employees; 13 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 203 | $2.47B |
| Charitable organizations | 2 | $60.2M |
| Corporations/business entities | 7 | $283.4M |
States served
CA, MA, NY, NC, UT, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD