ANGELES WEALTH MANAGEMENT, LLC
SEC RegisteredPrivate Wealth Management & Family Office Services
About the firm
Angeles Wealth Management, LLC is an SEC-registered investment advisor located in Santa Monica, New York City, and Houston, founded in 2001 by Jonathan Foster and AIA (Angeles). The firm provides personalized discretionary portfolio and wealth management services, combining institutional-quality investment solutions with comprehensive stewardship of family wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional OCIO and advisory services, private wealth and family office services, investment management, complex wealth planning, family legacy and strategic philanthropy, business management, mission related investing, and philanthropic services.
Who they serve
High net worth individuals, families, trusts, estates, and their related business and philanthropic entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 203 | $2.5B |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| General range | 0.50% |
| General range upper | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANGELES WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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