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Elizabeth Chloe Wohlforth

ANGELES WEALTH MANAGEMENT, LLC·SANTA MONICA, California
Clean record1 years registeredANGELES WEALTH MANAGEMENT, LLC
429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 5167606Firm CRD# 159952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Chloe Wohlforth · SANTA MONICA, CA
Registration
CRD #5167606 · ANGELES WEALTH MANAGEMENT, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

ANGELES WEALTH MANAGEMENT, LLC
Jun 2025 – present
02

Registrations & Exams

Registration record
First registered · June 9, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANGELES WEALTH MANAGEMENT, LLC
CRD 159952 · SEC 801-72992
AUM
$1.8B
Regulatory assets under management
Employees
14
152 client accounts
Services offered by ANGELES WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ANGELES WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Elizabeth Chloe Wohlforth offer?
Elizabeth Chloe Wohlforth specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.
What are Elizabeth Chloe Wohlforth's credentials?
Elizabeth Chloe Wohlforth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Chloe Wohlforth located?
Elizabeth Chloe Wohlforth is based in SANTA MONICA, California, working with ANGELES WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Elizabeth Chloe Wohlforth charge for services?
Elizabeth Chloe Wohlforth's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANGELES WEALTH MANAGEMENT, LLC?
ANGELES WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANGELES WEALTH MANAGEMENT, LLC

Harry Spencer Grand
SANTA MONICA, CA
Howard David Perlow
SANTA MONICA, CA
Joshua Ryan Rothstein
SANTA MONICA, CA
Michael Adam Rosen
SANTA MONICA, CA
Jonathan Rice Foster
SANTA MONICA, CA

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Research
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