ria
Angeles Wealth Management
SANTA MONICA, CA
CRD: 159952
In PWD coverage since August 18, 2026 · 1 story
$2.8BRegulatory AUMSEC Form ADV · Sep 25
17EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 21 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Advisor
Sep 16 · destination pending
PWD coverage
practice
Most of the $124 trillion transfer lands with women
Seventy percent of women have never met an advisor; the first meeting is where the transfer's largest client block will be won.