SourcingSourcing

ANGELES FAMILY OFFICE, LLC

C36
CRD 338266·SEC 801-134854·SANTA MONICA, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANGELES FAMILY OFFICE, LLC
CRD
338266
SEC file #
801-134854
EIN
—
DBA names
Angeles Family Office

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANGELES WEALTH MANAGEMENT, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ANGELES WEALTH MANAGEMENT, LLC
OCLARAY, JASON, RAMSAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
159952
Trust Company Affiliate
Yes

People (4)

4
ANGELES WEALTH MANAGEMENT, LLC
Direct Owner · 62.5%
159952
OCLARAY, JASON, RAMSAY
Direct Owner · 37.5%
3270425
STERN, ADAM, BRYAN
Direct Owner · 37.5%
2373185
LOWNDES, EDWARD, JOHN
Executive Officer · 2.5%
2778193