Angeles Wealth Management, LLC

Overview

Angeles Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and discretionary portfolio management for individuals and small businesses. Its compensation combines an asset-based fee and the possibility of performance-based fees. FINTRX flags the firm as not an active ESG investor and not designated as a multistate adviser; it also indicates the firm does not act as a separate capital allocator. The firm maintains industry roles beyond pure advisory work: filings show affiliations consistent with acting as another investment adviser or commodity pool operator/CTA and serving as a sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations suggest the firm can participate in or manage pooled investment structures in addition to client advisory services.

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Public Holdings

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Location & Offices