Angeles Wealth Management LLC
Legal Name: ANGELES WEALTH MANAGEMENT, LLC
Full Contact Details
Angeles Wealth Management LLC
429 SANTA MONICA BLVD, SUITE 650, SANTA MONICA, CA
310-393-6300
310-393-6200
Other Info
Angeles Wealth Management LLC, officially known as ANGELES WEALTH MANAGEMENT, LLC, is a professional financial advisory firm based in Delaware. It employs eight people, two of whom have advisory roles, though the number of clients it serves is unknown. The firm's SEC status is Approved as of January 3, 2012, indicating its compliance with regulatory standards.
Private Wealth - Why Angeles Wealth Management
Our Focus: To provide discriminating private clients with the comprehensive wealth advice they require and the investment solutions they deserve.
Direct Owners
-
ANGELES INVESTMENT ADVISORS
MANAGING MEMBER owns 75% or more
-
JONATHAN RICE FOSTER
CEO owns more than 25% but less than 50%
-
JOSHUA RYAN ROTHSTEIN
PARTNER owns less than 5%
-
STEPHEN THOMAS SMETANA
CCO owns less than 5%
Indirect Owners
-
HOWARD DAVID PERLOW
MANAGING MEMBER owns more than 25% but less than 50%
-
LESLIE BARNES KAUTZ
MANAGING MEMBER owns more than 25% but less than 50%
-
MICHAEL ADAM ROSEN
MANAGING MEMBER owns more than 25% but less than 50%