Articles from Angeles Wealth Management
Angeles Wealth Management (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the acquisition of XO Capital (“XO”), a boutique firm that offers comprehensive family office, business management and investment management services. This acquisition marks the launch of Angeles Wealth’s family office affiliate, Angeles Family Office (“AFO”), which combines institutional investing capabilities, wealth management expertise and a breadth of sophisticated services to create a fully integrated family office for AFO’s affluent families.
By Angeles Wealth Management · Via Business Wire · January 13, 2026
Angeles Wealth Management (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the appointment of Jonah Cave as Chief Growth Officer. In this newly developed role, Cave will lead business development and growth initiatives. Cave’s appointment comes as Angeles Wealth continues its strong growth, with assets under management of approximately $2.6 billion, a more than tenfold increase since the beginning of 2018.
By Angeles Wealth Management · Via Business Wire · November 24, 2025

Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. Operating out of Angeles’ New York office, Clothier will serve as Head of Capital Markets, and will also play a strategic role in business development and investment advisory.
By Angeles Wealth Management · Via Business Wire · September 28, 2022