Unclaimed Profile

Michael Adam Rosen

ANGELES WEALTH MANAGEMENT, LLC·SANTA MONICA, California

Series 3, Series 7, Series 24, Series 63Clean record25 years registeredANGELES WEALTH MANAGEMENT, LLC

429 SANTA MONICA BLVD, SANTA MONICA, CA 90401CRD# 1621336Firm CRD# 159952

Profile Verification

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

Identity

Michael Adam Rosen · SANTA MONICA, CA

Registration

CRD #1621336 · ANGELES WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARKETFORCE, LLC

Feb 2001 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Registration record

First registered · February 8, 2001

Years registered · 25

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 Michael Adam Rosen offer?

Michael Adam Rosen specializes in Financial Planning, Investment Management. Contact their office in SANTA MONICA, California for a consultation.

What are Michael Adam Rosen's credentials?

Michael Adam Rosen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Adam Rosen located?

Michael Adam Rosen 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 Michael Adam Rosen charge for services?

Michael Adam Rosen'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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