CRD: 159952
Angeles Wealth Management, LLC
$2.8B Total AUM
$2.7B Disc. AUM
32.8% 3Y CAGR
17 Employees
212 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- HarborEmber
- Established Date
- 01-03-2012
- Office Locations
- 4
Office Locations
375 Park AVE 2209 NEW York NY
429 Santa Monica Blvd Suite 650 Santa Monica CA
-- Houston TX
About Angeles Wealth Management, LLC
Angeles Art Fund is a Los Angeles–focused giving circle that pools donor funds to provide early-stage grants to smaller, community-driven arts nonprofits championing emerging artists and projects with social justice impact. Members gain behind-the-scenes, intimate access to exhibitions, artists, curators, and nonprofit art spaces, with partner organizations considered for a year-end grant program.
Team overview
36 AVG AGE
$216.2M AVG AUM / ADVISOR
$13.3M AVG AUM / CLIENT
4.1 yrs AVG TENURE
17 Employees
13 Advisory Reps
9 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Insight insight North vital Oak Harbor vertex Pathway insight Signal capital Fusion Eagle
Client Personas
Prime
CRM
Legacy
Custodian
Harbor
Investment Themes
Element peak
Investment Vehicles
Harbor pioneer Foundation pathway
Platform
Alpha zenith
Services
Frontier legacy Ridge Crest Element beacon Foundation
Technology
Momentum ember Timber
Owner & Executives
JONATHAN RICE FOSTER
Chief Executive Officer, Managing Member, President
- CRD
- #1037245
- Ownership
- 25% but less than 50%
(268) 602-1281
delta.unison@foundationcapital.com
in linkedin.com/in/eagle-vital
ANN ESTELLE DEATON
Managing Director, PARTNER
- CRD
- #1456459
- Ownership
- Less than 5%
(927) 377-6490
harbor.wave@bridgecapital.com
in linkedin.com/in/legacy-signal
V
Value prime
Radial radial radial
- CRD
- #64581
- Ownership
- 9.7%
(754) 590-9307
wave.north@vertexcapital.com
in linkedin.com/in/atlas-harbor
Showing 2 of 7 owners & executives
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HEATHER RENEE HOFSTETTER
Client Service Associate
- CRD
- #5497667
(946) 316-5078
summit.legacy@vertexcapital.com
in linkedin.com/in/insight-unison
MARIA KLEINHANS
Client Service Associate
- CRD
- #5600083
(704) 760-8243
oak.radial@signalcapital.com
in linkedin.com/in/crest-bridge
S
Signal alpha
Focus matrix optima
- CRD
- #31939
(755) 561-6351
harbor.wave@meridiancapital.com
in linkedin.com/in/radial-capital
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,727,688,772 | $14,508,983 |
| Non-Discretionary | $82,729,323 | $3,447,055 |
| Total | $2,810,418,095 | $13,256,689 |
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Separately Managed Accounts
Total SMA Asset: $2,810,418,095
Public Funds:
17.8% Equity - Exchange:
13.6% Private Funds:
8.3% Cash:
19.4% Municipal Bonds:
18.0% U.S. Government/Agency:
17.1% Corporate - Investment Grade:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,494,300,370 | 17.8% |
| Equity - Exchange | $1,141,712,642 | 13.6% |
| Private Funds | $696,780,510 | 8.3% |
| Cash | $1,628,619,505 | 19.4% |
| Municipal Bonds | $1,511,090,262 | 18.0% |
| U.S. Government/Agency | $1,435,535,749 | 17.1% |
| Corporate - Investment Grade | $486,906,862 | 5.8% |
| Total | $8,394,945,900 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT VECTOR | FOUNDATION EAGLE | AAUF90EMJ | PSDFK | 5.25% | $60,505,182 |
| HARBOR SIGNAL | EAGLE DELTA | FM4NLBBLA | LDTB | 6.00% | $100,264,275 |
| ELEMENT HARBOR CAPITAL | VERTEX CREST | SU4DT9AHO | FFMN | 4.83% | $10,725,452 |
| FRONTIER VECTOR EAGLE | GLACIER VECTOR | TFHHPTLCO | PEKJ | 6.21% | $64,641,065 |
| VECTOR VALUE BRIDGE | UNISON FUSION | 3Y20ETY1C | REYUN | 6.26% | $88,930,737 |
| INSIGHT INSIGHT | MOMENTUM DELTA | PFFWV0G6W | CAR | 2.51% | $116,081,254 |
| ZENITH OAK PATHWAY | BRIDGE SUMMIT | FOL55T3MR | MMG | 5.51% | $78,359,064 |
| ALPHA OAK VITAL | MOMENTUM OPTIMA | SZZBKFZOK | ARNG | 10.45% | $15,181,600 |