ANGELES WEALTH MANAGEMENT, LLC

429 Santa Monica Blvd
Suite 650
Santa Monica, California 90401
Tel: 310-393-6300

About ANGELES WEALTH MANAGEMENT, LLC

ANGELES WEALTH MANAGEMENT, LLC, formally registered with the SEC as ANGELES WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2012. They have over 3 offices throughout the country.

ANGELES WEALTH MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $1,803,932,586 assets under management, offering retirement planning & investment advisory services to 152 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159952
SEC#	801-72992
Assets Managed by Firm	$1,803,932,586
No. of Clients	152
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	152	$1,803,932,586
High net worth individuals	150	$1,791,336,277
Charitable organizations	1	$7,605,744
Corporations or other businesses	1	$4,990,565

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