A complete list of active advisors currently associated with Angelus Wealth, LLC

Warmer can help you find a great advisor at Angelus Wealth, LLC or one who fits your needs even better.

Angelus Wealth, LLC provides investment advisory and financial planning services to individuals and families, as well as trusts, estates, charitable organizations, and small business owners. The firm offers comprehensive wealth management and standalone planning engagements that encompass investment advisory, retirement and legacy planning, risk-management coordination, and values-aligned guidance. The firm primarily constructs passive, diversified portfolios using low‑cost mutual funds and ETFs and routinely engages third‑party outside managers to implement and manage client allocations; it manages accounts on both discretionary and non‑discretionary bases. Angelus Wealth integrates financial planning into its investment work and uses a hybrid fee structure that includes asset‑based management alongside fixed or hourly planning engagements for clients who do not enter ongoing AUM relationships. Angelus Wealth is affiliated with an accounting and business services affiliate that can provide outsourced CFO, accounting, tax preparation, and business advisory services for separate fees — a service mix that is uncommon for firms in this category. The firm also explicitly offers faith‑based and Biblically Responsible Investing screening options and consistently recommends outside managers for client portfolios, while making planning available to clients who are not exclusively high‑net‑worth.

To learn more about the advisors currently working at Angelus Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.