Angeles Wealth Management, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 159952
- Registered since
- January 3, 2012
- Website
- www.angelesinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.77%
- Corporations / Businesses10.08%
- Charitable Organizations2.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Angeles Wealth Management, LLC is an independent registered investment adviser formed in 2012 that serves both individuals/families and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients primarily on a percentage-of-assets basis, with some arrangements that include performance fees. Angeles is not positioned as a capital allocator; instead it deploys capital through third‑party managers and pooled vehicles and has industry roles that include acting as an adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities19%
- Private Funds14%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2
Jonathan Foster
President, CEOCRD 1037245
Edward Lowndes
COOCRD 2778193
Contacts
3 of 9
Joshua Rothstein
PartnerCRD 5624327
Caroline Zimmer
Client Service AssociateCRD 7485231
Maria Kleinhans
Client Service AssociateCRD 5600083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 268Active vs passive
$2.2B in ETFs
99%
$2.2B
1%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $472M | 606,525 | 21.25% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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