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| Angeles Wealth Management LLC
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| |
|---|---|
| CRD # | 159952 |
| SEC # | 801-72992 |
| CIK # | 0001929170 |
| AUM | $1.8 BB (2024-05-31) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 310-393-6300 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 33.9 | |
| AAPL | 2,382,844.0 | 25.2 | |
| ARES | 10,310.9 | 23.1 | |
| NVDA | 399,550.0 | 10.5 | |
| AMZN | 1,092,997.8 | 8.9 | |
| COST | 207,576.9 | 7.0 | |
| GOOG | 1,482,566.4 | 6.4 | |
| GOOGL | 1,475,138.5 | 5.1 | |
| BAC | 278,315.2 | 5.0 | |
| META | 434,852.0 | 4.1 |
| 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) | 150 | 1,791.3 |
| (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 | 7.6 |
| (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 | 1 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 1,803.9 |
| By Discretionary | ||
| Discretionary | 151 | 1,657.5 |
| Non-Discretionary | 1 | 146.4 |
| Total | 152 | 1,803.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,803.9 | |
| Total | 152 | 1,803.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929170] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Angeles Investment Advisors LLC
✚
|
CA | 6.4 |
|
Angeles Wealth Management LLC
✚
|
CA | 1.8 |
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|---|---|---|
|
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|
AZ | 2.0 |
|
Avalor Investment AG
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|
1.9 | |
|
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Gemmer Asset Management LLC
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CA | 1.7 |
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Trumbower Financial Advisors LLC
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MD | 1.7 |
|
Terry McDaniel & Company
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TX | 1.6 |