Angeles Wealth Management is an investment advisor in Santa Monica with $1.19 bn assets under management.
Company profile
Website
Employees
SEC CIK
SEC advisor number
801-72992
FINRA CRD number
159952
AUM ?
$1.80 bn
(as of 29 Mar 24)
Accounts
152
(as of 29 Mar 24)
Employees
14
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22