Angeles Wealth Management, LLC

$2.81BAssets under management
as of Aug 2026 · SEC Form ADV
Santa Monica, CA
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Tech stack

No one at Angeles Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Angeles Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $101M held · filed May 2024
Performance Reporting