RIA Intelligence

ANGELES WEALTH MANAGEMENT, LLC

CRD #159952 SEC #801-72992 SANTA MONICA, CA 310-393-6300
SEC Registered
Total AUM
$2.3B
Discretionary
$2.1B
Employees
14
Clients
26
Accounts
178

AUM Over Time

DateMay 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$150.4M
Employees14
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$150.4M
Employees14
Clients0
DateMay 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$146.4M
Employees14
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$146.4M
Employees14
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$47.4M
Employees14
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$47.4M
Employees14
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$47.4M
Employees14
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$47.4M
Employees14
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$47.4M
Employees14
Clients0
DateFeb 2023
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateOct 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateJul 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$985.4M
Non-Disc.$107.4M
Employees9
Clients0
DateMar 2021
Total AUM$900.2M
Discretionary$834.3M
Non-Disc.$65.9M
Employees11
Clients0
DateJun 2020
Total AUM$483.2M
Discretionary$458M
Non-Disc.$25.3M
Employees11
Clients0
DateMar 2020
Total AUM$483.2M
Discretionary$458M
Non-Disc.$25.3M
Employees11
Clients0
DateMar 2019
Total AUM$309.1M
Discretionary$280M
Non-Disc.$29.1M
Employees8
Clients0
DateMar 2018
Total AUM$240.5M
Discretionary$204.1M
Non-Disc.$36.4M
Employees6
Clients0
DateAug 2017
Total AUM$144.7M
Discretionary$120.2M
Non-Disc.$24.5M
Employees7
Clients26
DateJul 2017
Total AUM$144.7M
Discretionary$120.2M
Non-Disc.$24.5M
Employees7
Clients26
DateMar 2017
Total AUM$144.7M
Discretionary$120.2M
Non-Disc.$24.5M
Employees7
Clients26
DateJun 2016
Total AUM$172.3M
Discretionary$142.9M
Non-Disc.$29.4M
Employees7
Clients26
DateMar 2016
Total AUM$172.3M
Discretionary$142.9M
Non-Disc.$29.4M
Employees7
Clients26
DateAug 2015
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients11
DateMar 2015
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees6
Clients11
DateMar 2014
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients1
DateSep 2013
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients1
DateJun 2013
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2013
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0