Angeles Wealth Management, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.7B
- Clients
- 212
- Avg AUM / client
- $13.3M
- Accounts
- 212
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 203 | $2.5B | 87.8% |
| Charitable organizations | 2 | $60.2M | 2.14% |
| Corporations and other businesses | 7 | $283M | 10.1% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Adam Rosen | Managing Member | Apr 2001 (25y) | ≈ 12.5% – 37.5% via Angeles Investment Advisors | |
| Perlow, Howard, David | Managing Member | Apr 2001 (25y) | ≈ 12.5% – 37.5% via Angeles Investment Advisors | |
| Jonathan Rice Foster | Ceo & Managing Member | Nov 2011 (15y) | 25% – 50% | |
| Joshua Ryan Rothstein | Partner | Jun 2014 (12y) | Less than 5% | |
| Harry Spencer Grand | Partner | Jan 2021 (6y) | Less than 5% | |
| Elizabeth Chloe Wohlforth | Partner | CFP | Jan 2023 (4y) | Less than 5% |
| Lowndes, Edward, John | Cco | Feb 2023 (4y) | Less than 5% | |
| Ann Estelle Deaton | Registered representative | Jun 2022 (4y) | ||
| Heather Renee Hofstetter | Registered representative | Chartered Financial Consultant | Nov 2022 (4y) | |
| Richard Campbell Johnston Nott | Registered representative | CFP CFA | Mar 2024 (2y) | |
| Elizabeth Cameron Rogers | Registered representative | CFA | May 2025 (1y) | |
| Caroline Julia Zimmer | Registered representative | Jun 2025 (1y) | ||
| Maria Kleinhans | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Angeles Investment Advisors | Member | Nov 2011 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Adam Rosen: 25% – 50% of Angeles Investment Advisors × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Perlow, Howard, David: 25% – 50% of Angeles Investment Advisors × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.71 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $336M (12% of AUM) Mar 2026
- State Street $118M (13% of AUM) Mar 2021
- Citizens Business Bank $106M (12% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗