Angelus Wealth, LLC

RIASEC Registered
Total AUM
$245K
Discretionary
$245K
100% of AUM
Avg account
$40.8K
Accounts
6
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Sonny Blanchard

    Sonny Blanchard

    PrincipalCRD 7026601

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth