Angel Wealth Advisors

Overview

Angel Wealth Advisors is a small, independent registered investment adviser operating as a limited liability company and focused on serving individual and family clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity skews toward pooled public vehicles rather than single-stock strategies: the firm allocates the bulk of client assets into mutual funds and other public funds, executing personalized, fee-based advisory relationships across a compact client roster. Fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, allowing flexibility for different planning and advisory needs. Angel Wealth Advisors is not positioned as an ESG-focused manager, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices