Unclaimed Profile

Harry Spencer Grand

ANGELES WEALTH MANAGEMENT, LLC·SANTA MONICA, California

Series 31, Series 65Clean recordANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 6122083Firm CRD# 159952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harry Spencer Grand · SANTA MONICA, CA

Registration

CRD #6122083 · ANGELES WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Career History

ANGELES WEALTH MANAGEMENT, LLC

May 2026 – present

Registrations & Exams

FINRA examinations passed

Series 31

Series 65

Registration record

First registered · May 21, 2026

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANGELES WEALTH MANAGEMENT, LLC

CRD 159952 · SEC 801-72992

AUM

$1.8B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Harry Spencer Grand offer?

Harry Spencer Grand specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.

What are Harry Spencer Grand's credentials?

Harry Spencer Grand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harry Spencer Grand located?

Harry Spencer Grand 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 Harry Spencer Grand charge for services?

Harry Spencer Grand'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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