Angeles Wealth Management, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 159952
- Registered since
- January 3, 2012
- Website
- www.angelesinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.77%
- Corporations / Businesses10.08%
- Charitable Organizations2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Angeles Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2012. The firm serves individuals, families and institutional clients and provides financial planning and portfolio management services—explicitly noting portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with performance-based fees. Angeles Wealth is not identified as an active ESG investor and is described as neither a capital allocator nor a newly formed adviser. Industry affiliations indicate the firm can act as an adviser, CPO/CTA and as a sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities19%
- Private Funds14%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 278Active vs passive
$2.3B in ETFs
99%
$2.3B
<1%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $483M | 498,621 | 20.74% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Anthos Capital
RIASanta Monica, CA
Emerald Lake Capital Management, L.P.
RIASanta Monica, CA
Tennenbaum Capital Partners, LLC
RIASanta Monica, CA
Clocktower Group, L.P.
RIASanta Monica, CA
Abacus Wealth Partners
RIASanta Monica, CA
Ocean Park Asset Management, LLC
RIASanta Monica, CA