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Financial ADVSR advisor directory · SEC adviser records

Angeles Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Angeles Wealth Management, LLC, by the state and city of the office they work from.

9 registered advisors work at Angeles Wealth Management, LLC, in 4 states and 4 cities; the most are in Santa Monica, CA (4). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Angeles Wealth Management, LLC advisor by name →Who joined and left Angeles Wealth Management, LLC →Angeles Wealth Management, LLC: assets, clients and custodians →

Cities with the most Angeles Wealth Management, LLC advisors

Santa Monica, CA 4New York, NY 3Houston, TX 1Jupiter, FL 1

Angeles Wealth Management, LLC advisors by state

Angeles Wealth Management, LLC in California 4

Santa Monica 4

Angeles Wealth Management, LLC in New York 3

New York 3

Angeles Wealth Management, LLC in Florida 1

Jupiter 1

Angeles Wealth Management, LLC in Texas 1

Houston 1

Questions

How many financial advisors does Angeles Wealth Management, LLC have?

9 investment adviser representatives are registered with Angeles Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Angeles Wealth Management, LLC have the most advisors?

Santa Monica, CA, with 4 registered advisors, then New York, NY (3). By state, California has the most, with 4.

How do I find a Angeles Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Angeles Wealth Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Angeles Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →