Jupiter, FL Office

Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high‑net‑worth individuals, charitable organizations, and corporations. The firm generally requires a $5 million account minimum and focuses its client base on HNW households rather than retail/non‑HNW clients.

AWM typically acts as a manager‑of‑managers, allocating client capital to model portfolios and third‑party managers developed and administered by its affiliate Angeles Investment Advisors (AIA), while also managing individual securities when appropriate. The firm incorporates alternative investments through private funds and fund‑of‑fund structures, and relies on AIA’s proprietary manager research, performance measurement, and periodic rebalancing in implementing client strategies.

The firm is notable for its multi‑entity affiliations and role in sponsoring and allocating to private funds: AWM is affiliated with AIA, an affiliated private investment vehicle entity (APIC), and a family office affiliate (AFO), and participates in certain funds where AWM and its advisers share in performance‑based carried interest. AWM’s scale — roughly $2.8 billion in discretionary AUM across ten advisors (AUM per advisor above $200 million) — and use of CFTC Regulation 4.7‑reliant funds limited to qualified eligible investors differentiate its business model from many peer team firms.