Angelus Wealth, LLC
Firm details
- Headquarters
- Sugar Land, Texas
- CRD number
- 328571
- 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 small limited liability company that functions as a fee-based advisor and capital allocator focused on individuals and small businesses. The firm combines financial planning and portfolio management with the ability to select other advisers, and it also lists accounting and other financial product sales as part of its business activities. Angelus charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser in the FINTRX snapshot. Angelus is classified as an unclassified domestic entity and is noted as a capital allocator, which suggests a client solution set that may include directing assets to third-party managers or pooled vehicles rather than exclusively managing all sleeves in-house. The firm’s advisory scope emphasizes individualized planning and portfolio oversight for small-business owners and private clients, plus selecting outside advisers when appropriate.
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%
Contacts
1 of 1
Sonny Blanchard
PrincipalCRD 7026601
Wealth 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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