Heather Hofstetter

from Angeles Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Heather Hofstetter is a financial advisor based in California, Santa Monica, with 17 years of experience. Heather currently works for Angeles Wealth Management, LLC. Heather maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Heather Hofstetter works at Angeles Wealth Management, LLC
Angeles Wealth Management, LLC is a financial advisory firm based in Santa Monica, California. It currently has approximately $1,138,418,240 of assets under management and employs about 14 people. Angeles Wealth Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
429 Santa Monica Blvd, Suite 650, Santa Monica, California, 90401

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