• MANAGED WITH PURPOSE

    Angeles Wing

    Our Focus: To provide discriminating private clients with the comprehensive wealth advice they require and the investment solutions they deserve.

    • Private Wealth Management

      WHY ANGELES FOR PRIVATE WEALTH?

      Since the inception of Angeles Wealth Management, private clients have appreciated having a trusted relationship, a skilled partner to oversee and manage their investment program, and an ally with a deep understanding of philanthropy. Our insights and expertise strengthen our clients’ investment program and alignment with their mission.

    • Trust and Peace of Mind

      TRUST AND PEACE OF MIND

      Respect, accessibility, accountability, fiduciary first, independence, and focused listening. These are but a few of the hallmarks of the successful long term relationships we share with our clients.

    • Trust and Peace of Mind

      SKILLED INVESTMENT PARTNER

      With the institutional resources, expertise, and pedigree of Angeles Investments at our side, our clients rest easy knowing their assets are managed by a world-class organization.

    • Trust and Peace of Mind

      STRATEGIC PHILANTHROPY

      With our help, clients gain confidence that their wealth can meet their financial, tax, family, and charitable goals in concert, allowing each to complement and elevate the others.

    • Angeles Wealth provides personalized discretionary portfolio and wealth management services generally only available to large institutional investors. We have extensive experience working with wealthy families and the multitude of issues that come with inter-generational wealth.

    • Our seasoned professionals work closely with clients to ensure long-term wealth goals are defined, and a strategy is put in place to reasonably achieve them.

    • Private Wealth Services

      Extensive array of private wealth services

    • Personalized Solutions

      Personalized solutions

    • Trusted Partner

      Trusted partner

    • Culture of Service

      Culture of service

    • Institutional Investment Experience

      Institutional investment experience

    • Expertise

      Mission-related expertise

    • Philanthropic Services

      Philanthropic services

    • Fiduciary and SEC-regsitered advisor

      Fiduciary and SEC-registered advisor

    • Our History

      OUR HISTORY

      Angeles Wealth Management, LLC (Angeles Wealth) was founded by Jonathan Foster and AIA (Angeles) in 2011.

      We are an SEC-registered investment advisor, located in Santa Monica, California.

      Our clients are primarily high net worth individuals, families, trusts, estates, and their related business and philanthropic entities.

  • SEC/ADV: REQUEST
  • © 2019 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2019
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC