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Home > Retirement Planners > california > santa monica > ANGELES WEALTH MANAGEMENT, LLC
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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