Angeles Wealth Management, LLC

Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high‑net‑worth individuals, charitable organizations, and corporations. The firm also offers philanthropy consulting as part of the advisory relationship.

AWM generally acts as a manager‑of‑managers, allocating client assets to model portfolios and third‑party investment managers maintained through an affiliated investment manager and deploying exposure via fund‑of‑funds and other alternative vehicles. Its investment program includes private funds and alternative strategies, and certain client investments in affiliated funds are subject to performance‑based fees (carried interest) that the firm shares in.

The firm is notable for its network of affiliated entities — including an SEC‑registered investment manager that creates model portfolios and sponsors private funds, a private investment company vehicle, and related advisory entities — and for routinely integrating sponsored private funds and sub‑advisers into client portfolios. Unlike many peers, AWM does not serve non‑high‑net‑worth individual clients and discloses incentive arrangements tied to fund sponsorship and carried‑interest economics.