Sponsor portfolio
ANGELES WEALTH MANAGEMENT, LLC
EIN 45-3931656financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
18
429 SANTA MONICA BLVD., SUITE 650 - SANTA MONICA, CA 90401310-393-6300angeleswealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANGELES WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 18 | 2025 |
Retirement plans