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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.
Latest 13F Filing Activity
Angeles Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 427 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Vanguard World FD, Ishares TR, Vanguard Intl Equity Index F among other positions. Angeles Wealth Management, LLC reduced exposure to Schwab Strategic TR, SPDR Series Trust, Unitedhealth Group Inc. among others.
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 |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | New York, NY , United States | |
 | Investment Officer | Los Angeles, CA , United States | |
L Leslie Kautz | Principal | Santa Monica, CA , United States | |
 | Principal and Chief Investment Officer | Santa Monica, CA , United States | |
 | Research Analyst | Chicago, IL , United States | |
 | Associate | New York, NY , United States | |
S Sandy S. | Senior Research Investment Analyst | Los Angeles, CA , United States |
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