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| Angeles Wealth Management LLC
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|---|---|
| CRD # | 159952 |
| SEC # | 801-72992 |
| CIK # | 0001929170 |
| AUM | 2,810.4 M (2026-03-31) |
| Employees | 17 (76% 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) |
|---|---|---|
| Apple Inc | 46.3 | |
| Microsoft Corp | 35.9 | |
| Nvidia Corp | 29.6 | |
| Amazon Com Inc | 20.8 | |
| Alphabet Inc | 18.2 | |
| Alphabet Inc | 15.1 | |
| Broadcom Inc | 13.3 | |
| Costco Wholesale Corp /NEW | 10.7 | |
| J P Morgan Chase & Co | 10.5 | |
| Facebook Inc | 8.3 |
| 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) | 203 | 2.5 |
| (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 | 2 | 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 | 7 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 2.8 |
| By Discretionary | ||
| Discretionary | 188 | 2.7 |
| Non-Discretionary | 24 | 0.1 |
| Total | 212 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 212 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929170] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Angeles Investment Advisors LLC
✚
|
CA | 7,272.4 M |
|
Angeles Wealth Management LLC
✚
|
CA | 2,810.4 M |
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|
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|
Traphagen Investment Advisors LLC
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