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Harry Spencer Grand

Angeles Wealth Management, LLC

New York, NY

CRD 6122083

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Employer firm

Angeles Wealth Management, LLC CRD 159952

$2.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Angeles Wealth Management, Llc

429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-21
TX RA APPROVED 2026-05-21
  • NY RA
    APPROVED
    Since 2026-05-21
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

375 Park Ave 2209, New York, NY 10152 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Angeles Wealth Management New York NY 04/2019 Present
Chilton Trust New York NY 01/2013 04/2019
  • 04/2019 → Present
    Angeles Wealth Management
    New York, NY
  • 01/2013 → 04/2019
    Chilton Trust
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21

View on SEC IAPD

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