Financial ADVSR advisor directory · SEC adviser records
Angeles Wealth Management, LLC financial advisors in Santa Monica, CA
Every SEC-registered investment adviser representative at a Angeles Wealth Management, LLC office in Santa Monica, A to Z.
The short answer
5 registered advisors work at Angeles Wealth Management, LLC in Santa Monica, out of 9 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Angeles Wealth Management, LLC advisors in Santa Monica, A to Z
Every Angeles Wealth Management, LLC advisor →- Jonathan R. FosterInvestment adviser rep
- Maria KleinhansInvestment adviser rep
- Richard C. Nott IIICertified Financial Planner, Chartered Financial Analyst
- Joshua R. RothsteinInvestment adviser rep
- Caroline J. ZimmerInvestment adviser rep
Angeles Wealth Management, LLC advisors in every city and state →Angeles Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Angeles Wealth Management, LLC advisors in other cities
Other firms in Santa Monica
All Santa Monica advisors →Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Abacus Wealth Partners 30Morgan Stanley 27Strategic Advisers LLC 15LPL Financial LLC 8J.P. Morgan Securities LLC 7Ocean Park Asset Management, LLC 6Focus Partners Wealth, LLC 5Quantum Financial Advisors, LLC 5Dimensional Fund Advisors LP 4Serenus Wealth Advisors, LLC 4
Questions
How many financial advisors does Angeles Wealth Management, LLC have in Santa Monica?
5 investment adviser representatives are registered at Angeles Wealth Management, LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Angeles Wealth Management, LLC one of the largest advisor employers in Santa Monica?
Angeles Wealth Management, LLC ranks number 9 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.
How do I check a Angeles Wealth Management, LLC advisor in Santa Monica?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Angeles Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.