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ANGELES WEALTH MANAGEMENT, LLC
ANGELES WEALTH MANAGEMENT, LLC
SANTA MONICA, California
·
8 registered advisors
·
CRD# 159952
SEC# 801-72992
2
310-393-6300
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ANGELES WEALTH MANAGEMENT, LLC
8 registered advisors
Edward John Lowndes
SANTA MONICA, California
CRD# 2778193
Elizabeth Chloe Wohlforth
SANTA MONICA, California
CRD# 5167606
Harry Spencer Grand
SANTA MONICA, California
CRD# 6122083
Howard David Perlow
SANTA MONICA, California
CRD# 2161614
Jonathan Rice Foster
SANTA MONICA, California
CRD# 1037245
Joshua Ryan Rothstein
SANTA MONICA, California
CRD# 5624327
Leslie Barnes Kautz
SANTA MONICA, California
CRD# 2160965
Michael Adam Rosen
SANTA MONICA, California
CRD# 1621336
05
Office Locations
SANTA MONICA, California
8 advisors
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Data sourced from SEC Form ADV filings. ANGELES WEALTH MANAGEMENT, LLC (CRD# 159952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.