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Family Office

Angeles Wealth Management

Minneapolis, MN, United States

Type

Family Office

Check size

n/a

Verticals

Generalist

Investment thesis

Angeles Wealth Management is a private wealth management firm founded in 2011 and headquartered in Santa Monica, California. The company provides investment advisory and financial planning services to high-net-worth individuals, families, and select institutions. Angeles Wealth Management is known for its independent, client-focused approach and offers customized portfolio management, estate planning, and philanthropic advisory services. The firm operates within the broader financial services industry and emphasizes fiduciary responsibility and transparency in its client relationships.

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