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).
Current Firm Details
By the Numbers
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Total Assets Under Management1,186MILLION
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Total Number of Accounts129ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NY, TX, UT
Financial Advisors at Angeles Wealth Management, LLC
1
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 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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