Heather
Hofstetter
Angeles Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Heather Hofstetter is a financial advisor based in Houston, Texas, with a total of 1 year of relevant experience. Hofstetter is an employee of Angeles Wealth Management, LLC. Throughout their career, they have worked at United Capital Financial Advisers, LLC, Girard Securities, Cetera Advisor Networks LLC and Angeles Wealth Management. Hofstetter holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Angeles Wealth Management, LLC is a registered investment firm operating out of Santa Monica, CA. The company has offices in three locations and a total of 14 financial advisors. It handles $1 billion in assets under management across its 129 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 129 customer accounts, 98% are held by high-net-worth clients who have more than $1 million in assets available to invest. Angeles Wealth Management, LLC offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fee types charged by Angeles Wealth Management, LLC can include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Angeles Wealth Management, LLC Brokerage Details
$1,185,784,521
14
129
$9,192,128
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Heather Hofstetter Work History
Heather has been registered as a financial advisor for 1 years.*
Angeles Wealth Management
Cetera Advisor Networks LLC
Girard Securities
United Capital Financial Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heather Hofstetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Angeles Wealth Management, LLC
Santa Monica, CA
Houston, TX
Houston, TX
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
