ANGELES WEALTH MANAGEMENT, LLC
Latest filing: May 09, 2025 (69 days ago)
AUM
$2,271,897,955
26% change vs. 1 year ago
108% change vs. 3 years ago
370% change vs. 5 years ago
1558% change vs. 10 years ago
Employee Count
14
0% change vs. 1 year ago
56% change vs. 3 years ago
27% change vs. 5 years ago
133% change vs. 10 years ago
Main Office
SANTA MONICA, CA
429 SANTA MONICA BLVD, SANTA MONICA, CA, UNITED STATES, 90401
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.2 |
| Total | $2.3 |
| Client | AUM |
|---|---|
| Retail | $2.2 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $2.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 174 | $2.2 |
| Average HNW AUM | $12,418,019 | |
| Retail Total | 174 | $2.2 |
| Average Retail AUM | $12,418,019 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | LOS ANGELES-CA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.3 |
| Retail SMA AUM | $2.2 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 4% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 63% | $1.4 |
| Other Pools | 14% | $0.3 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ANGELES INVESTMENT ADVISORS, LLC. | $7.1 | 110213 | |
| MARKETFORCE, LLC | $0.1 | 111233 | |
| ANGELES PRIVATE CREDIT FUND GP 2 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP2 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP1 LLC | $0.0 | - | |
| ANGELES REAL ASSETS GP 1 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 3 LLC | $0.0 | - | |
| ANGELES DIRECT EQUITY GP 1 LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 4 LLC | $0.0 | - | |
| ANGELES PRIVATE CREDIT FUND GP LLC | $0.0 | - | |
| ANGELES PRIVATE MARKETS GP 5 LLC | $0.0 | - | |
| ANGELES DIRECT EQUITY GP 2 LLC | $0.0 | - | |
| ANGELES PRIVATE CREDIT FUND GP 3 LLC | $0.0 | - | |
| ANGELES PRIVATE INVESTMENT COMPANY, LLC | $0.0 | 328965 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| ROSEN, MICHAEL, ADAM | MANAGING MEMBER |
| FOSTER, JONATHAN, RICE | CEO & MANAGING MEMBER |
| PERLOW, HOWARD, DAVID | MANAGING MEMBER |
| WOHLFORTH, ELIZABETH, CHLOE | PARTNER |
| ROTHSTEIN, JOSHUA, RYAN | PARTNER |
| GRAND, HARRY, SPENCER | PARTNER |
| LOWNDES, EDWARD, JOHN | CCO |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN FOSTER | SANTA MONICA | CA | S63|2010-09-22|S65|1994-11-07 | ||||||
| ANN DEATON | SANTA MONICA | CA | S63|1986-02-19|S65|1993-04-29|S66|2006-08-10 | ||||||
| RICHARD NOTT | SANTA MONICA | CA | S66|2009-10-21 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| HEATHER HOFSTETTER | SANTA MONICA | CA | S66|2011-09-02 | ||||||
| JOSHUA ROTHSTEIN | SANTA MONICA | CA | S65|2009-01-16|S63|2014-03-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.3 | $0.0 | 0% | 14 | 0 | 0% |
| 2025-04-21 | $2.3 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.5 | 26% | 14 | 0 | 0% |
| 2023-04-04 | $1.2 | $1.1 | 92% | 14 | 0 | 0% |
| 2022-04-01 | $1.1 | $1.2 | 108% | 9 | 5 | 56% |
| 2021-04-05 | $0.9 | $1.4 | 152% | 11 | 3 | 27% |
| 2020-04-01 | $0.5 | $1.8 | 370% | 11 | 3 | 27% |
| 2019-04-01 | $0.3 | $2.0 | 635% | 8 | 6 | 75% |
| 2018-04-02 | $0.2 | $2.0 | 844% | 6 | 8 | 133% |
| 2017-04-01 | $0.1 | $2.1 | 1471% | 7 | 7 | 100% |
| 2016-04-01 | $0.2 | $2.1 | 1218% | 7 | 7 | 100% |
| 2015-04-01 | $0.1 | $2.1 | 1558% | 6 | 8 | 133% |
| 2014-04-01 | $0.1 | $2.2 | 1975% | 5 | 9 | 180% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 4 | 10 | 250% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-01/04/2012, CT-03/27/2025, FL-01/24/2012, MA-05/09/2025, NC-03/29/2024, NY-03/28/2019, TX-01/05/2012, UT-03/31/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV