ANGEL LEGACY ADVISORS, LLC

Overview

Angel Legacy Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm presents itself as a capital allocator: its activity centers on direct equity exposure and the selection of third‑party managers when appropriate. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees, which suggests a blend of ongoing portfolio oversight and one‑off planning engagements. The firm’s stated advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. While the firm does not identify as an active ESG investor, its chief allocation preference is equities—specifically exchange‑traded instruments—which drive how portfolios are constructed and rebalanced.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices