Angeles Family Office

Public-record details

Address

429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401

Phone

(310) 393-6300

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Angeles Family Office, LLC

CRD number

338266

Registration

SEC registered since 2026-01-08

Compensation (Form ADV 5.E)

Percentage of assets under management; 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

$182.0 million

Accounts managed

226

Clients reported (Form ADV 5.D)

23

Individual / high-net-worth clients

0 / 18

Employees

5

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-08-26

SEC registered investment adviser, CRD 338266, 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

• SEC IAPD summary for CRD 338266 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

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.