Multi-Family OfficeRIA · CRD 159952SEC-Registered

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Angeles Wealth Management, LLC

ANGELES WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 2012. The firm manages $2.8 billion in assets,...

Angeles Wealth Management, LLC

ANGELES WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 2012. The firm manages $2.8 billion in assets, $2.7 billion on a discretionary basis. It has 17 employees and 13 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Angeles Wealth Management?

No named principals or investment decision-makers at Angeles Wealth Management have been identified in public records. The firm does not appear to disclose its leadership team on any public-facing website or platform. Without such disclosure, investment authority remains unknown.

Is Angeles Wealth Management structured as a single family office or multi-family office?

Based on the firm's name and the absence of any identified single-family wealth origin, Angeles Wealth Management is inferred to operate as a multi-family office. Multi-family offices serve multiple unrelated families, providing wealth management, estate planning, and investment services. This structure is common among firms that do not publicly tie to a single fortune.

What investment stages does Angeles Wealth Management target?

There is no public information on the investment stages or asset-class preferences of Angeles Wealth Management. The firm may engage in traditional wealth management allocations, but no direct investments, fund commitments, or sector focuses have been reported. Allocators seeking detailed strategy should request information directly from the firm.

How does Angeles Wealth Management source proprietary deal flow?

Public sources do not reveal the deal-sourcing methodology for Angeles Wealth Management. Many multi-family offices rely on networks of advisors, custodian relationships, and external manager relationships. Without disclosure from the firm, no specific sourcing advantage can be confirmed.

Does Angeles Wealth Management participate in fund commitments or only direct deals?

No public filings or media reports indicate whether Angeles Wealth Management invests through fund commitments, direct deals, or co-investments. The firm's investment vehicle preferences remain unknown. Investors should seek clarity through direct engagement.

Which sectors does Angeles Wealth Management explicitly avoid?

No sector avoidance or negative screening has been publicly disclosed by Angeles Wealth Management. Without a stated policy, assumptions about exclusions would be speculative. The firm may have internal guidelines not shared publicly.

Where does the underlying wealth come from at Angeles Wealth Management?

The origin of wealth managed by Angeles Wealth Management is not publicly disclosed. As a multi-family office, the firm likely serves clients from diverse wealth sources—such as entrepreneurs, real estate investors, or professionals—but no specific family or fortune is associated with it in public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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