Angeles Wealth Management, LLC
Santa Monica, CA·SEC-registered · CRD #159952
Angeles Wealth Management, LLC is an SEC-registered investment advisory firm in Santa Monica, CA managing $2.8B across 236 client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.8B
Client accounts
236
Advisory staff
13
Fee model
Fee-only
How Angeles Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Angeles Wealth Management, LLC
How much does Angeles Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Angeles Wealth Management, LLC reports $2.8B in regulatory assets under management across roughly 236 client accounts.
How does Angeles Wealth Management, LLC charge?
Angeles Wealth Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Angeles Wealth Management, LLC a fiduciary?
Yes. Angeles Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #159952), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Angeles Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Angeles Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Angeles Wealth Management, LLC's public SEC Form ADV filing (CRD #159952, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Angeles Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Angeles Wealth Management, LLC? Claim this profile.