Angelus Wealth, LLC
Firm details
- Headquarters
- Sugar Land, Texas
- CRD number
- 328571
- Website
- angelushq.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Angelus Wealth, LLC is a Texas-registered limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm also offers selection-of-other-advisers services and performs accounting and other financial product sales activities. It operates as a capital allocator and reports a blended fee model that includes a percentage of assets under management, hourly charges, and fixed fees. The firm is not identified as an active ESG investor.
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 Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sugar Land, TX
Fort Bend
Location
Sugar Land, TX
Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Fort Bend
- Address
- 77 Sugar Creek Center Blvd
- Time zone
- CT (UTC-6)
- Office locations
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