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Building 2ANGELES WEALTH MANAGEMENT, LLC

Map pinSANTA MONICA, CA
Phone310-393-6300
NotebookSEC #801-72992
Total AUM
$2.8B
Employees
17
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA
CA 90401
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
310-393-6300
Other Offices
3

ReceiptFinancials

Total AUM
$2.8B
Accounts
212
Discretionary
$2.7B
Accounts
188
Non-Discretionary
$82.7M
Accounts
24

ContactClients

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HNW Individual Clients
203
AUM
$2.5B
Charitable Organization Clients
2
AUM
$60.2M
Corporation or Business Clients
7
AUM
$283.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNYTXUT

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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