Data / Investment advisers / California / Angeles Wealth Management, LLC
Angeles Wealth Management, LLC, Santa Monica, CA: $2.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Angeles Wealth Management, LLC is an SEC registered investment adviser with its main office in Santa Monica, California and reports $2.8 billion in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Angeles Wealth Management, LLC (CRD number 159952): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159952
- SEC file number
- 801-72992
- SEC status
- Approved, effective January 3, 2012
- Main office
- 429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
- Phone
- (310) 393-6300
- Website
- angeleswealth.com
- Regulatory AUM
- $2,810,418,095 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $2,727,688,772
- Non discretionary AUM
- $82,729,323
- Accounts
- 212
- Employees
- 17, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 203 | $2.47 billion |
| Corporations or other businesses | 7 | $283.4 million |
| Charitable organizations | 2 | $60.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.81 billion | March 31, 2026 |
| December 1, 2025 | $2.27 billion | May 9, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ocean Park Asset Management, LLC | Santa Monica | $3.94 billion | Not listed | adviserinfo.sec.gov |
| Abacus Wealth Partners | Santa Monica | $3.58 billion | 1 | adviserinfo.sec.gov |
| Tennenbaum Capital Partners, LLC | Santa Monica | $3.16 billion | 36 | adviserinfo.sec.gov |
| Emerald Lake Capital Management, L.P. | Santa Monica | $3.06 billion | 15 | adviserinfo.sec.gov |
| Anthos Capital | Santa Monica | $3.04 billion | 9 | adviserinfo.sec.gov |
| Clocktower Group, L.P. | Santa Monica | $2.28 billion | 18 | adviserinfo.sec.gov |
| Lane42 | Santa Monica | $2.01 billion | 3 | adviserinfo.sec.gov |
| Ocean Avenue Capital Partners, L.P. | Santa Monica | $1.96 billion | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Angeles Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.