Partner · Angeles Wealth Management, LLC
Ann E. Deaton
CRD 1456459 · Named on Form ADV at one SEC-registered adviser
At a glance
Angeles Wealth Management, LLC, an SEC-registered wealth manager based in Santa Monica, CA with $2.8 billion in regulatory assets, lists Ann E. Deaton on its Form ADV as Partner.
Firms and roles
- Angeles Wealth Management, LLCPartnerWealth manager · Santa Monica, CA · $2.8B in regulatory assets
AtlasMembers
Ann’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (6)
- Jonathan R. FosterCEO & Managing Member, Angeles Wealth Management, LLC
- Joshua R. RothsteinPartner, Angeles Wealth Management, LLC
- Harry S. GrandPartner, Angeles Wealth Management, LLC
- Edward J. LowndesCCO & COO, Angeles Wealth Management, LLC
- Elizabeth C. WohlforthPartner, Angeles Wealth Management, LLC
1 more person named with Ann on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.