Angeles Wealth Management, LLC
Angeles Wealth Management, LLC is a US-based SEC-registered investment advisory firm headquartered in Santa Monica, CA, serving high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, and businesses. Founded in 2011, the firm has around 14 employees and provides institutional-quality, personalized wealth management and philanthropic solutions with expertise in multi-generational wealth and fiduciary services.
Investment Strategy
Angeles Wealth Management offers customized discretionary portfolio and wealth management services, typically for clients with at least $5 million in investable assets. The firm consults closely with clients to identify goals, risk tolerance, and personal needs, then constructs tailored allocations with ongoing monitoring and reporting. Investment decisions are normally made on a discretionary basis, and the firm has no restrictions on investment product types, serving multi-generational wealth needs with a focus on both investment and philanthropic goals. Their approach is institutional in process, bringing rigorous analytical frameworks and broad access to asset classes and strategies.
Top Holdings
Equity Positions (427)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 14.45% | $210.7M | 575,440 | $263.97 | $366.17 | +$45.6M |
V VT | VANGUARD INTL EQUITY INDEX F | 11.67% | $170.2M | 1,324,258 | $101.95 | $128.52 | +$21.0M |
S SPYV | SPDR SERIES TRUST | 6.40% | $93.3M | 1,782,982 | $43.42 | $52.34 | -$4.6M |
V VXUS | VANGUARD STAR FDS | 5.89% | $85.8M | 1,242,288 | $57.44 | $69.09 | +$12.7M |
V VOO | VANGUARD INDEX FDS | 5.40% | $78.7M | 138,473 | $416.18 | $568.03 | +$5.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U UNH | UNITEDHEALTH GROUP INC | New | Call | $31.2K | 1 | $311.97 | $311.97 | +1 | +$31.2K |