Angeles Wealth Management, LLC

Angeles Wealth Management, LLC (CRD# 159952) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,185,784,521 in 129 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,186
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $9,192,128
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX, UT

Financial Advisors at Angeles Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan R. Foster
CRD#: 1037245
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401

Jonathan Foster (CRD# 1037245) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 29 years of experience in the finance industry.

2
Joshua R. Rothstein
CRD#: 5624327
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401

Joshua Rothstein (CRD# 5624327) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 15 years of experience in the finance industry.

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