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ANGELES WEALTH MANAGEMENT, LLC
CRD 159952File 801-72992
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.81B
Top 25% of cohort (national)
Discretionary AUM
$2.73B
Non-discretionary $82.7M
Clients
212
212 accounts
Employees
17
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 3, 2012
- Principal office
- 429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA, 90401
- Phone
- 310-393-6300
- Website
- HTTP://WWW.ANGELESWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.81B
- Discretionary AUM
- $2.73B
- Non-discretionary AUM
- $82.7M
- Discretionary accounts
- 188
- Non-discretionary accounts
- 24
- Total accounts
- 212
- AUM per client
- $13.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $283.4M |
| Charitable organizations | 2 | $60.2M |
| High net worth individuals | 203 | $2.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.