ANGELES WEALTH MANAGEMENT, LLC

Overview

Angeles Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2012. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its compensation blends a percentage-of-assets model with performance-based fees, and it is not positioned as a dedicated capital allocator or an active ESG investor. The firm reports involvement beyond traditional advisory work: it lists roles such as other registered investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA), and sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations indicate the firm can both advise on and participate in pooled investment structures in addition to managing client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices