Angeles Wealth Management, LLC
● SEC registered since 2012CRD 159952SEC# 801-72992Santa Monica, CA
Reg. AUM
$2.81B
Employees
17
Accounts
212
Location
Santa Monica, CA
Angeles Wealth Management, LLC assets under management
Angeles Wealth Management, LLC is an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2012. It reports $2.8 billion in regulatory assets under management and employs 17 people.
Angeles Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angeles Investment Advisors Control | Member | 50-75% | 2011 |
| Ann Estelle Deaton | Partner | Under 5% | 2025 |
| Edward John Lowndes Control | Cco & Coo | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Angeles Wealth Management, LLC manage?
Angeles Wealth Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Angeles Wealth Management, LLC have?
Angeles Wealth Management, LLC reports 17 employees.
Where is Angeles Wealth Management, LLC located?
Angeles Wealth Management, LLC is based in Santa Monica, CA and has been SEC-registered since 2012.
Does Angeles Wealth Management, LLC disclose fund performance?
Angeles Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401 |
| Phone | 310-393-6300 |
| Fax | 310-393-6200 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.81B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$2.81Bregulatory AUM
Discretionary $2.73BNon-discretionary $82.7M