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ANGELES FAMILY OFFICE

SANTA MONICA, CA · CRD 338266 · IAPD ↗ · 310-393-6300

$182.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — ANGELES FAMILY OFFICE notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — ANGELES FAMILY OFFICE added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
June 2026 — ANGELES FAMILY OFFICE now reports custody of client assets ($9.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
June 2026 — ANGELES FAMILY OFFICE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2026 — ANGELES FAMILY OFFICE (SANTA MONICA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.