Joshua Rothstein, financial advisor Santa Monica CA
93 score

Joshua Rothstein

CRD Number: 5624327
Current Firm: Angeles Wealth Management, LLC

Joshua Rothstein (CRD# 5624327) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Santa Monica CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
David Fried, financial advisor Santa Monica CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Santa Monica CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Company Name Location Dates Years
Angeles Wealth Mangement Santa Monica, CA Jun 2014 - Current 2
Guggenheim Investment Advisors, LLC New York, NY Jul 2006 - Apr 2014 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Joshua R. Rothstein
Phone Number: 310-393-6300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.