Unclaimed Profile

Howard David Perlow

ANGELES WEALTH MANAGEMENT, LLC·SANTA MONICA, California

Series 2, Series 7, Series 24, Series 63Clean record20 years registeredANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 2161614Firm CRD# 159952

Profile Verification

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

Identity

Howard David Perlow · SANTA MONICA, CA

Registration

CRD #2161614 · ANGELES WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANGELES WEALTH MANAGEMENT, LLC

ANGELES INVESTMENT ADVISORS

Sep 2005 – Feb 2026

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 24

Series 63

Registration record

First registered · September 22, 2005

Years registered · 20

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 Howard David Perlow offer?

Howard David Perlow specializes in Financial Planning, Investment Management.

What are Howard David Perlow's credentials?

Howard David Perlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard David Perlow located?

Howard David Perlow is based in SANTA MONICA, California, last registered with ANGELES WEALTH MANAGEMENT, LLC.

How does Howard David Perlow charge for services?

Howard David Perlow'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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