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Elizabeth Chloe Wohlforth

Angeles Wealth Management, LLC

New York, NY

CRD 5167606

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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
CA RA APPROVED 2025-06-09
NY RA APPROVED 2025-06-09
TX RA APPROVED 2025-06-09
  • CA RA
    APPROVED
    Since 2025-06-09
  • NY RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED
    Since 2025-06-09

Branch Locations

375 Park Avenue Suite 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 10/2019 Present
Bridgewater Advisors New York NY 05/2016 10/2019
  • 10/2019 → Present
    Angeles Wealth Management
    New York, NY
  • 05/2016 → 10/2019
    Bridgewater Advisors
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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