ANGEL WEALTH ADVISORS

ANGEL WEALTH ADVISORS is an SEC-registered investment adviser (CRD 339005). Regulatory assets under management: $5.4M.

Registration

• CRD: 339005
• Type: Registered investment adviser
• Phone: (646) 443-6717
• Latest filing: 2026-03-30
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search