Fee-OnlyFinder

Angelus Wealth, LLC

Financial planning in Sugar Land, TX

State registeredNo commissions reported

Call (346) 409-7974Send a messageMap ↗

Public-record details

Address
77 Sugar Creek Center Blvd, Suite 600, Sugar Land, TX 77478
Phone
(346) 409-7974
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
328571
Registration
State registered: TX
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$244,568
Accounts managed
6
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
1
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm, other financial product salesperson
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-18

State registered (TX) investment adviser, CRD 328571, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sugar Land

Chung Wu Investment Group, LLC1415 Lake Pointe Parkway · Sugar Land, TX 77478 · (281) 203-0069 · % of assets managedCRD 170362 · % of assets · $147.5 million AUMSEC registeredNo commissions reportedCollins Wealth Management14090 Southwest Freeway Suite 300 · Sugar Land, TX 77478 · (281) 766-4850 · Financial planningCRD 314610 · % of assets, Fixed fees · $3.6 million AUMState registeredNo commissions reportedIncomar Investments, LLC101 Southwestern Blvd, Suite 112 · Sugar Land, TX 77478 · (713) 776-1860 · % of assets managedCRD 114455 · % of assets · $91.9 million AUMState registeredNo commissions reportedJames G. McClellan CPA12926 Dairy Ashford Rd, Suite 100 · Sugar Land, TX 77478 · (281) 240-0330 · Financial planningCRD 114230 · % of assets, Hourly charges · $34.4 million AUMState registeredNo commissions reportedKings Path Partners LLC1039 Imperial Blvd, Suite 201 · Sugar Land, TX 77498 · (832) 500-3101 · Financial planningCRD 269876 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedMarshall Wealth Management, LLC1404 Lake Point Pkwy · Sugar Land, TX 77478 · (832) 440-7293 · Financial planningCRD 123661 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedNestvst14090 Southwest Fwy, Suite 300 · Sugar Land, TX 77478 · (832) 592-1760 · Flat / fixed feesCRD 336825 · % of assets, Fixed fees · $7,067 AUMSEC registeredNo commissions reportedRwm Capital, LLC1600 Highway 6, Suite 340 · Sugar Land, TX 77478 · (832) 981-7000 · Financial planningCRD 310635 · % of assets, Hourly charges, Fixed fees · $222.4 million AUMSEC registeredNo commissions reported

All 12 in Sugar Land →