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- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2024
- Office Locations
- 1
Office Locations
About Angel Light Capital
Angel Light Capital Corp. is a New York City–based, fee-only fiduciary registered investment adviser (est. 2022) delivering personalized wealth management for individuals and high-net-worth clients, business owners, trusts/estates, corporations, and charities across the U.S. Services include discretionary portfolio management, goals-based planning, rebalancing, and tax-efficient retirement, estate and charitable guidance, plus trust fund and multigenerational wealth transfer consultation. Minimum investment is $500k, with hourly or retainer options available.
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Owner & Executives
Katherine Ching Woo
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6588975
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $581,767 | -- |
| Non-Discretionary | $0 | -- |
| Total | $581,767 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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