Angeles Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

159952

SEC number

801-72992

Firm type

RIA

Assets under management

$2.8B as of Mar 31, 2026

Website

www.angeleswealth.com ↗

Phone

310-393-6300

Address

429 Santa Monica Blvd, Santa Monica, CA, 90401

Advisors at this firm

10 in our index · page 1 of 1

• Ann Estelle DeatonCRD 1456459 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan Rice FosterCRD 1037245 · Santa Monica, CA
  IA Registered
• Harry Spencer GrandCRD 6122083 · New York, NY
  IA Registered
• Heather Renee HofstetterCRD 5497667 · Houston, TX
  IA RegisteredRegistration inactive
• Maria KleinhansCRD 5600083 · Jupiter, FL
  IA RegisteredRegistration inactive
• Richard Campbell Johnston NottCRD 5713925 · Santa Monica, CA
  IA Registered
• Elizabeth Cameron RogersCRD 5840394 · New York, NY
  IA RegisteredRegistration inactive
• Joshua Ryan RothsteinCRD 5624327 · Santa Monica, CA
  IA Registered
• Elizabeth Chloe WohlforthCRD 5167606 · New York, NY
  IA Registered
• Caroline Julia ZimmerCRD 7485231 · Santa Monica, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.