Angeles Wealth Management, LLC

Heather Hofstetter is a financial advisor at Angeles Wealth Management, LLC with 16 years of industry experience. She holds the ChFC® designation and Series 66 registration. Her prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, allocating assets to model portfolios and third-party managers, and integrates private funds and alternative strategies, including affiliated sponsored funds with performance-based fee arrangements.

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates Inc. Caroline’s background includes four years at the University of Southern California. Angeles Wealth Management provides discretionary portfolio and wealth management as well as financial planning primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, utilizing model portfolios, third-party investment managers, and alternative strategies, including private funds with performance-based fees.

Ann Deaton is a financial advisor with Angeles Wealth Management, LLC in Houston, TX, holding Series 63, 65, and 66 licenses and 35 years of industry experience. She previously worked at USCA Securities LLC and U.S. Capital Wealth Advisors, LLC. Deaton serves on the investment committee of the Greater Houston Community Foundation and is a board member of both the Goodwill Foundation in Houston and the Girl Scouts of San Jacinto. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations, incorporating philanthropy consulting. The firm employs a manager-of-managers approach, allocating assets to model portfolios and third-party investment managers, including private funds and alternative strategies.

Maria Kleinhans is a financial advisor at Angeles Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Ellevest, Inc. and Merrill. Angeles Wealth Management provides discretionary portfolio and wealth management as well as financial planning primarily for high‑net‑worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client assets to model portfolios and third-party managers, and incorporates private funds and alternative strategies, including incentive arrangements related to fund sponsorship and carried interest.

Elizabeth Rogers is a CFA® charterholder with 15 years of industry experience. She is currently with Angeles Wealth Management, LLC and has previously worked at Ellevest and various JPMorgan entities. Angeles Wealth Management provides discretionary portfolio and wealth management, as well as financial planning, primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, integrating model portfolios, third-party managers, and alternative investment strategies, including private funds and affiliated vehicles.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Angeles Wealth Management since 2014. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client assets to model portfolios and third-party investment managers, with an investment program that includes private funds and alternative strategies.

Jonathan Foster is a financial advisor with Angeles Wealth Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Angeles Wealth Management since 2011. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations, with a focus on philanthropy consulting. The firm acts as a manager-of-managers, integrating model portfolios, third-party managers, private funds, and alternative strategies into client portfolios.

Richard Nott III is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Angeles Wealth Management, LLC and has previously worked at HighTower Advisors LLC, LourdMurray, and AdvicePeriod. Outside of his advisory work, he provides technology support and serves on the audit committee for the National Cat Protection Society. Angeles Wealth Management offers discretionary portfolio and wealth management focused on high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, utilizing model portfolios, third-party managers, private funds, and alternative strategies, and is notable for its affiliated investment entities and integration of sponsored private funds into client portfolios.

Elizabeth Wohlforth is a CFP® affiliated with Angeles Wealth Management, LLC, where she has worked since 2019. She previously spent three years at Bridgewater Advisors. Angeles Wealth Management provides discretionary portfolio and wealth management and financial planning primarily for high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client assets to model portfolios and third-party investment managers, with an investment program that includes private funds and alternative strategies.