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| Angeles Wealth Management LLC
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|---|---|
| CRD # | 159952 |
| SEC # | 801-72992 |
| CIK # | 0001929170 |
| AUM | $2.3 B (2025-05-09) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 310-393-6300 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 42.2 | |
| Ares Management LP | 37.1 | |
| Apple Inc | 28.7 | |
| Nvidia Corp | 18.1 | |
| Amazon Com Inc | 12.5 | |
| Costco Wholesale Corp /NEW | 10.3 | |
| Alphabet Inc | 7.3 | |
| Facebook Inc | 7.1 | |
| VISA Inc | 6.5 | |
| Alphabet Inc | 6.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 174 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 2.3 |
| By Discretionary | ||
| Discretionary | 177 | 2.1 |
| Non-Discretionary | 1 | 0.2 |
| Total | 178 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 178 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929170] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Angeles Investment Advisors LLC
✚
|
CA | 7.1 |
|
Angeles Wealth Management LLC
✚
|
CA | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diversify Wealth Management LLC
✚
|
UT | 2.5 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.4 |
|
Zemenick & Walker Inc
✚
|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.3 |
|
Gemmer Asset Management LLC
✚
|
CA | 2.0 |
|
Elser Financial Planning Inc
✚
|
IN | 2.0 |
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 2.0 |
|
Blackhill Capital Inc
✚
|
NJ | 2.0 |
|
LBMC Investment Advisors LLC
✚
|
TN | 2.0 |
|
Traphagen Investment Advisors LLC
✚
|
NJ | 1.9 |