A
$244.6K Total AUM
$244.6K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2024
- Office Locations
- 1
Office Locations
77 Sugar Creek Center Blvd Suite 600 Sugar Land TX
About Angelus Wealth, LLC
Angelus Wealth, LLC is a Sugar Land-based RIA. The firm has been operating for 1 years. Managing $244.6K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SEI.
Team overview
-- AVG AGE
$244.6K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SONNY M. BLANCHARD
Chief Compliance Officer, PRINCIPAL
- CRD
- #7026601
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,568 | -- |
| Non-Discretionary | $0 | -- |
| Total | $244,568 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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