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The fee is billed in advance, is negotiable and requires an account of at least $5,000,000.","source":"AWM ADV 2A 8.12.2026, filed 12 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Angeles Wealth Management use?","answer":"Angeles Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Los Angeles, CA), with $336M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Angeles Wealth Management have?","answer":"Angeles Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 17 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Angeles Wealth Management invest in?","answer":"At the end of its last fiscal year, Angeles Wealth Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 14% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Angeles Wealth Management have a minimum investment?","answer":"Yes, Angeles Wealth Management’s minimum account size for its Asset-based advisory fee is $5M.","source":"AWM ADV 2A 8.12.2026, filed 12 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Angeles Wealth Management?","answer":"Angeles Wealth Management is owned through a holding company by Howard Perlow and Michael Rosen. Its direct owners are Jonathan Foster (25% to 50%) and Angeles Investment Advisors (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Angeles Wealth Management get paid?","answer":"Angeles Wealth Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Angeles Wealth Management registered with the SEC?","answer":"Yes, Angeles Wealth Management has been registered with the SEC as an investment adviser since 3 January 2012. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}