Angeles Wealth Management, LLC has submitted its quarterly 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is significant as it provides a snapshot of the firm's investment strategies and asset allocations, offering insights into its market positioning.
Background
Angeles Wealth Management, LLC is a wealth management firm based in Santa Monica, California. The company specializes in providing financial advisory services and investment management to its clients. Its recent filings include various forms, with the latest being the 13F-HR submitted on October 26, 2026. This form is part of the regulatory requirements for institutional investment managers.
What the Filing Says
The filing, dated October 26, 2026, indicates that it is a quarterly report required for institutional managers. However, specific details about the holdings or investment strategies were not included in the available information.
Impact
This filing may affect various stakeholders, including clients, investors, and competitors within the wealth management industry. By disclosing its investment holdings, Angeles Wealth Management provides transparency to its clients and may influence investor confidence in its management strategies.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report filed by Angeles Wealth Management, LLC was officially accepted on October 26, 2026, and pertains to the period ending September 30, 2026. The filing consists of two documents, including the primary report and an information table, which provide a comprehensive overview of the firm’s investment holdings.
Business Information
Angeles Wealth Management, LLC operates out of its business address at 429 Santa Monica Blvd, Suite 650, Santa Monica, CA 90401. The firm can be reached at the phone number 310-393-6300. This information is crucial for clients and stakeholders looking to engage with the firm directly.
Regulatory Information
In addition to the 13F-HR filing, Angeles Wealth Management is identified by its Central Index Key (CIK) number 0001929170, which is used to track the firm’s filings with the SEC. The firm’s Employer Identification Number (EIN) is listed as 000000000, and it is registered under file number 028-22533.
Missing Information
The filing does not include specific details regarding the types of securities held, the total value of the assets under management, or the firm’s investment strategies, which would provide further insights into Angeles Wealth Management's operational focus.