| Name | Title | Ownership | Since |
|---|---|---|---|
| Angeles Investment Advisors Control | Member | 50-75% | 2011 |
| Edward John Lowndes Control | Cco | Under 5% | 2023 |
| Elizabeth Cameron Rogers | Partner | Under 5% | 2025 |
Angeles Wealth Management, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Angeles Wealth Management, LLC reports 14 employees.
Angeles Wealth Management, LLC is based in Santa Monica, CA and has been SEC-registered since 2012.
Angeles Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401 |
| Phone | 310-393-6300 |
| Fax | 310-393-6200 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.12B |
| Non-discretionary | $150.4M |
| Total (RAUM) | $2.27B |