ANGELUS WEALTH, LLC

Overview

Angelus Wealth, LLC operates as a small, fee-based investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Its advisory services include preparing financial plans, managing client portfolios on a discretionary basis, and selecting other advisers when needed. The firm also lists accounting activities and the sale of other financial products as part of its business mix, suggesting it blends tax/accounting support with investment advice for clients who may need an integrated service set. Capital allocation is handled in-house — the firm reports that it acts as a capital allocator — and it does not identify itself as an active ESG investor. Its business model supports multiple fee arrangements: percentage-of-assets, hourly fees, and fixed fees. Given the combination of advisory services and accountant activity, Angelus Wealth appears positioned to serve clients seeking both planning and implementation support rather than high-touch institutional mandates.

Assets & Accounts

Public Holdings

Location & Offices