Angeles Wealth Management, LLC was founded to provide wealthy individuals and families with investment advice generally available to large institutional investors.
Angeles Wealth provides personalized discretionary portfolio and wealth management services. Our clients are primarily high net worth individuals, families, trusts, estates, and their related business and philanthropic entities. Angeles Wealth is an SEC-registered investment advisor located in Santa Monica, California.
The Company was founded by Jonathan Foster and Angeles Investment Advisors, LLC (AIA), an SEC-registered investment advisor focused primarily on serving institutional investors. AIA is an experienced institutional investment advisor and consultant, representing a variety of corporations, pension funds, endowments, foundations, and operating charities with approximately $27 billion in total assets. Total includes approximately $2.5 billion in discretionary assets and the remainder in non-discretionary advisory assets (as of 9-30-2016).
Our professionals strive to act in the best interests of our clients at all times. The Investment Advisers Act of 1940 requires advisors;
" …to act in the best interest of the customer without regard to the financial or other interest of the…investment advisor providing the advice." - Section 211 (g)(1)
This language, commonly known as the "Fiduciary Rule," is the guiding principle in our code of conduct.
We possess long experience working with wealthy families and the multitude of issues that come with inter-generational wealth. Our professionals work closely with clients to ensure that long-term wealth goals are defined and a strategy is put in place to reasonably achieve them. The senior professionals at AIA and AWM have been advising clients for an average of 20 years.