SANTA MONICA, CACRD 159952Latest ADV March 31, 2026
Angeles Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.8B in regulatory assets under management, 17 employees, 3 offices, and 212 accounts.
Assets Under Management
$2.8B
Employees
17
Offices
3 offices
Total Clients
212
Primary office
SANTA MONICA, CA
429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.8% of total clients.
Top client categories% of clientsClients
1
HNWI
95.8%
203
2
Corporations
3.3%
7
3
Charitable
0.9%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 31, 2026
Discretionary97.1%
$2.7B
97% of total RAUM97.1%
Non-discretionary2.9%
$83M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.8B
Total Accounts212
10Y AUM Change+$2.7B (+1842.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee12:1
10Y Employee Change+10 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.