Angeles Wealth Management, LLC

Angeles Wealth Management, LLC (CRD# 159952) is a financial advisory firm headquartered in Santa Monica, CA. They manage $172,327,000 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $2,651,185
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Angeles Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan R. Foster
CRD#: 1037245
429 Santa Monica Blvd, Suite 500, Santa Monica, CA 90401
93
Wealthminder
score

Jonathan Foster (CRD# 1037245) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 22 years of experience in the finance industry.

2
Joshua R. Rothstein
CRD#: 5624327
429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401
93
Wealthminder
score

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.

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