Angel Wealth Advisors

Angel Wealth Advisors is a fee-only, independent registered investment adviser that provides investment management and financial planning to individuals (primarily high-net-worth), charitable organizations, and businesses. The firm offers both ongoing and project-based financial planning, discretionary portfolio management billed as a percentage of assets under management, and periodic educational seminars.

The firm’s investment process blends modern portfolio theory with fundamental, cyclical, and charting analyses and may employ both passive and active vehicles; AWA also advises on a wide range of alternative instruments—options, commodities, futures, foreign currency, real estate, and precious metals—and can incorporate socially responsible screens when requested. Custody and execution are typically arranged through a primary institutional custodian with Interactive Brokers added as a secondary custodian for larger or more complex accounts, and accounts are reviewed quarterly with written financial plans provided to planning clients.

Compared with many independent solo advisers, AWA’s client base is concentrated toward high-net-worth individuals, charities, and businesses rather than lower-net-worth retail clients, and the firm explicitly reserves Interactive Brokers for select high-net-worth or complex relationships. With roughly $5.44 million in assets under management across 13 clients and a single advisor, the firm operates as a small, owner-led practice and uses project-based planning minimums (starting at $3,600) and bundled planning options for larger accounts.