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| Angeles Wealth Management LLC
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|---|---|
| CRD # | 159952 |
| SEC # | 801-72992 |
| CIK # | 0001929170 |
| AUM | $1.2 BB (2023-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 310-393-6300 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ARES | 10,310.9 | 18.1 | |
| MSFT | 1,918,222.4 | 15.3 | |
| AAPL | 2,382,844.0 | 15.0 | |
| AMZN | 1,092,997.8 | 4.5 | |
| COST | 207,576.9 | 4.4 | |
| HD | 277,648.0 | 2.9 | |
| TMO | 209,733.6 | 2.8 | |
| SHW | 58,089.9 | 2.8 | |
| MRK | 232,371.9 | 2.5 | |
| PWR | 17,834.3 | 2.4 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 97 | 1,073.2 |
| (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 | 0 | 9.5 |
| (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 | 0 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 1,092.7 |
| By Discretionary | ||
| Discretionary | 98 | 985.4 |
| Non-Discretionary | 1 | 107.4 |
| Total | 99 | 1,092.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,092.7 | |
| Total | 99 | 1,092.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929170] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Angeles Investment Advisors LLC
✚
|
CA | 6.2 |
|
Angeles Wealth Management LLC
✚
|
CA | 1.2 |
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|---|---|---|
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Naples Global Advisors LLC
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Tortoise Investment Management LLC
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NY | 1.2 |
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Capwealth Advisors LLC
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TN | 1.2 |
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Rodgers & Associates Ltd
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Rebalance LLC
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|
Bloom Asset Management Inc
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MI | 1.2 |
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Traphagen Investment Advisors LLC
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NJ | 1.2 |
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Adviceone Advisory Services LLC
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Fundamentum LLC
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OH | 1.1 |
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Dorchester Wealth Management Company
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1.1 |