Angeles Wealth Mgmt is the private client subsidiary RIA of Angeles Investment Advisors ("AIA"). AIA is also an RIA, primarily serving the investment advisory needs of non-profit institutions. AIA has approximately $32bil in advised assets, including approximately $5 bil in fully-discretionary assets. Angeles Wealth was founded to serve the needs of HNW families looking to have their investments managed via a true fiduciary, institutional-quality firm, as the investment offering of Angeles Wealth is powered by AIA.

Angeles Wealth is looking for a select number of experienced advisors looking to join a firm with what we believe to be a differentiated investment offering due to our institutional exposure as provided by AIA.

Member Level
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred Blurred