Santa Monica, CA Office

Caroline Zimmer is a financial advisor at Angeles Wealth Management, LLC with one year of industry experience. She holds a 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, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm typically acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers while incorporating alternative investments through private funds and fund-of-fund structures.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Angeles Wealth Management since 2014, following five years at Guggenheim Investment Advisors, LLC. 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 typically acts as a manager-of-managers, utilizing third-party managers and alternative investments, and is notable for its multi-entity affiliations and management of approximately $2.8 billion in discretionary assets under management.

Jonathan Foster is a financial advisor with Angeles Wealth Management, LLC in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 15 years with Angeles Wealth Management. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and incorporates alternative investments through private funds and affiliated entities.

Richard Nott III is a CFP® and CFA® with 16 years of industry experience. He is currently with Angeles Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at HighTower Advisors LLC, LourdMurray, and AdvicePeriod. Outside of his financial career, he serves on the National Cat Protection Society’s audit committee and provides technology and webmaster support for the organization. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.