# Angel Wealth Advisors

> Angel Wealth Advisors is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 339005
- Filed as: ANGEL WEALTH ADVISORS
- Legal name: Angel Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339005
- AdvisorCensus page: https://advisorcensus.com/firm/angel-wealth-advisors-339005

## Quick answers

**How is Angel Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Angel Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Angel Wealth Advisors registered with the SEC or a state?**
Angel Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339005.

**How much does Angel Wealth Advisors manage?**
Angel Wealth Advisors reports $5,444,825 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Angel Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (4).

**Does Angel Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339005

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,444,825
- Discretionary: $5,444,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,797,321 |
| High net worth individuals | 4 | $3,647,504 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- angelwealthadvisors.com
- Facebook @angelwealthadvisors
- Instagram @angelwealthadvisors
- LinkedIn @angelwealthadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Angel Wealth Advisors (CRD 339005): Form ADV filing data as of October 2026.