Angeles Wealth Management, LLC

Angeles Wealth Management, LLC, established in November 2011, primarily offers personalized discretionary portfolio and wealth management services to high-net-worth individuals, charitable organizations, and corporations. The firm operates as a "manager of managers," allocating to asset managers with specific expertise and managing individual securities. AWM tailors its services based on client needs, risk tolerances, and goals. The firm also provides philanthropy consulting services at no additional fee upon request. AWM primarily acts as a fiduciary and does not participate in wrap fee programs. AWM charges an asset-based fee ranging from 0.50% to 1%, typically requiring a minimum account size of $5 million. Fees are payable quarterly in advance based on fair market appraisals. Clients may incur additional fees such as brokerage commissions, transaction fees, and other related costs. AWM does not have a disciplinary history and does not vote proxies on behalf of clients. The firm reviews client accounts quarterly or as deemed necessary, providing written reports on market conditions and performance. AWM does not vote proxies on behalf of clients and does not require prepayment of fees exceeding six months in advance. The firm has no financial commitments impairing its ability to meet contractual and fiduciary obligations.