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CEO & Managing Member · Angeles Wealth Management, LLC

Jonathan R. Foster

CRD 1037245 · Named on Form ADV at 2 SEC-registered advisers

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 Jonathan R. Foster on its Form ADV as CEO & Managing Member, a control person. The SEC filings also name Jonathan at 1 other registered adviser.

Firms and roles

AtlasMembers

Jonathan’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.