AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel

Angeles Wealth Management Recognized as RIA of the Year by Institutional Investor's RIA Intel

Award highlights firm's sophisticated family wealth management platform, encompassing tax-efficient institutional-caliber investment solutions and multigenerational planning services

Santa Monica - New York - Houston - August 1, 2024 — Angeles Wealth Management, LLC, ("Angeles Wealth"), a national wealth management firm serving generationally wealthy families, today celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the “$1 billion - $10 billion assets under management (AUM)” category.

The RIA Intel Awards represent a celebration of financial advisors, wealth management firms and others who support them. Hosted by Institutional Investor in partnership with RIA Intel and the RIA Institute, the awards program was created to recognize the importance of wealth management and advisory as a growing and influential force within asset management. Winners were honored at a ceremony held at the Four Seasons Hotel in Boston.

This award recognizes Angeles Wealth's expertise in providing private clients with comprehensive wealth services, paired with access to investment solutions typically reserved for institutions and endowments. This robust investment access is provided in collaboration with affiliated Angeles Investment Advisors (AIA), a 24-year-old endowment and foundation advisory business. Families working with Angeles Wealth may access institutional-quality investment opportunities spanning public and private equity, public and private credit, real estate and more, on the same terms as AIA’s institutional clients.

Angeles Wealth is also committed to helping families of significant wealth establish meaningful legacies via estate and tax coordination, intergenerational wealth advice and education, legacy planning and more.

"At Angeles Wealth, we take immense pride in our investment and wealth management process, our client engagement and our unwavering commitment to act in the best interests of families we are honored to serve,"" said Jonathan Foster, President and CEO of Angeles Wealth, who was also named a finalist for RIA Intel’s CEO of the Year. "This award validates our belief that a wealth management firm should function as a family fiduciary partner, not a broker or vendor."

To learn more about the RIA Intel Awards, including its methodology and assessment criteria, please visit riaintel.com. For more information about Angeles Wealth Management and its sophisticated, customized, global investment solutions and wealth management services, please visit our website.

Media Contacts:

StreetCred PR
angeles@streetcredpr.com

Will Ruben
william@streetcredpr.com
847-208-8289

Lexie Brazil
lexie@streetcredpr.com
214-773-7114

About Angeles Wealth Management
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm’s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, Angeles Investment Advisors. Angeles Investment Advisors is an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families it serves to understand their unique needs, including generational planning and family dynamics. Founded in 2011, Angeles Wealth has offices in Santa Monica, New York City and Houston. For more information, follow us on LinkedIn or visit our website.

Disclosures

1) Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC are investment advisors registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC investment advisory services can be found in their respective Form ADV Part 2, which are available upon request.

2) The opinions expressed are those of Angeles Wealth Management, LLC. The opinions referenced are as of the date of publication and are subject to change.

3) The awards were based on approximately 300 industry nominations across 12 categories.

4) Angeles Wealth Management did not pay a fee to participate