# Angeles Wealth Management, LLC

> Angeles Wealth Management, LLC is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 159952
- Filed as: ANGELES WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159952
- AdvisorCensus page: https://advisorcensus.com/firm/angeles-wealth-management-llc-santa-monica-ca-159952

## Quick answers

**How is Angeles Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Angeles Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Angeles Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 12, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Angeles Wealth Management, LLC located?**
Angeles Wealth Management, LLC's principal office is in Santa Monica, CA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Angeles Wealth Management, LLC registered with the SEC or a state?**
Angeles Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159952.

**How much does Angeles Wealth Management, LLC manage?**
Angeles Wealth Management, LLC reports $2,810,418,095 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (97% discretionary).

**How have Angeles Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Angeles Wealth Management, LLC: Regulatory assets under management: $900,220,177 in the October 2021 data and $2,810,418,095 in the October 2026 data, up 212%. Total employees: 11 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Angeles Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (203); corporations or other businesses not listed above (7); charitable organizations (2).

**Which custodians does Angeles Wealth Management, LLC use?**
Angeles Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Angeles Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159952

**What changed in Angeles Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 13. Regulatory assets under management went from $2,271,897,955 to $2,810,418,095 (+24%). Added an office in Dallas, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 12, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> AWM charges an asset-based fee. Fees are charged on a tiered basis and generally range from .50% to 1%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,810,418,095
- Discretionary: $2,727,688,772
- Non-discretionary: $82,729,323

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 203 | $2,466,744,958 |
| Charitable organizations | 2 | $60,248,020 |
| Corporations or other businesses not listed above | 7 | $283,425,117 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 17 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NC, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Dallas, TX
- Houston, TX
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [angelesartfund.org](https://angelesartfund.org)
- [angeleswealth.com](https://angeleswealth.com)
- LinkedIn @angeles-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $900,220,177 | 11 | March 30, 2021 |
| October 2022 | $1,092,709,082 | 9 | July 13, 2022 |
| October 2023 | $1,185,784,521 | 14 | August 29, 2023 |
| October 2024 | $1,803,932,586 | 14 | May 31, 2024 |
| October 2025 | $2,271,897,955 | 14 | May 9, 2025 |
| October 2026 | $2,810,418,095 | 17 | August 12, 2026 |

Regulatory assets under management: $900,220,177 in the October 2021 data and $2,810,418,095 in the October 2026 data, up 212%.
Total employees: 11 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 13.
- Regulatory assets under management went from $2,271,897,955 to $2,810,418,095 (+24%).
- Added an office in Dallas, TX.

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Angeles Wealth Management, LLC (CRD 159952): Form ADV filing data as of October 2026.