Ann Estelle Deaton
Investment adviser representative at Angeles Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$2.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Angeles Wealth Management, LLCJun 2022 to now
- UnemployedFeb 2022 to May 2022
- U.S. Capital Wealth Advisors, LLCJun 2021 to Feb 2022
- Usca Securities LLCDec 2010 to Feb 2022
- Usca Ria LLCDec 2010 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Angeles Wealth Management, LLC
$2.8BAssets managed
212Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1456459
- Firm CRD
- 159952