A
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Etrade · Interactive Brokers
- Clients
- Retail
- Platforms
- RidgeFocus
- Established Date
- 10-17-2025
- Office Locations
- 1
Office Locations
-- Astoria NY
About Angel Wealth Advisors
Angel Wealth Advisors is a Astoria-based RIA. The firm has been operating for 0 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Etrade. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
43 AVG AGE
$5.4M AVG AUM / ADVISOR
$388.9K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Meridian pathway Peak prime Pathway foundation Atlas delta
Client Personas
Bridge
Custodian
Fusion
Investment Themes
Alpha insight Insight Eagle Harbor Quantum
Investment Vehicles
Beacon frontier
Platform
Unison
Services
Signal legacy Element Ember optima Optima Atlas Insight Foundation focus Pioneer
Technology
Crest fusion Harbor focus
Owner & Executives
David Hue-Yun SooHoo
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #6273605
- Ownership
- 75% or more
(829) 561-3313
bridge.north@valuecapital.com
in linkedin.com/in/north-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,444,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,444,825 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,444,825
Public Funds:
11.0% Equity - Exchange:
33.8% Cash:
55.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $512,856,289 | 11.0% |
| Equity - Exchange | $1,575,867,507 | 33.8% |
| Cash | $2,573,606,106 | 55.2% |
| Total | $4,662,329,902 | 100.0% |