Angelus Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$244,568
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Angelus Wealth, LLC provides investment advisory and financial planning services to individuals and families, as well as trusts, estates, charitable organizations, and small business owners. The firm offers comprehensive wealth management and standalone planning engagements that encompass investment advisory, retirement and legacy planning, risk-management coordination, and values-aligned guidance.
The firm primarily constructs passive, diversified portfolios using low‑cost mutual funds and ETFs and routinely engages third‑party outside managers to implement and manage client allocations; it manages accounts on both discretionary and non‑discretionary bases. Angelus Wealth integrates financial planning into its investment work and uses a hybrid fee structure that includes asset‑based management alongside fixed or hourly planning engagements for clients who do not enter ongoing AUM relationships.
Angelus Wealth is affiliated with an accounting and business services affiliate that can provide outsourced CFO, accounting, tax preparation, and business advisory services for separate fees — a service mix that is uncommon for firms in this category. The firm also explicitly offers faith‑based and Biblically Responsible Investing screening options and consistently recommends outside managers for client portfolios, while making planning available to clients who are not exclusively high‑net‑worth.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Charitable giving & philanthropy
Retirement income strategy
Wealth management
Cash flow / budgeting
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Christian Faith Based
Fee options
Fixed fees for one-time financial plans range from $3,800 to $18,000
All assets+: 0.25% annually
$400 per hour (used for calculating refunds or additional fees if financial planning terminated early)
Fee-only: Fixed fees between $3,800 and $18,000 for financial planning services
Main office location
Angelus Wealth, LLC
77 Sugar Creek Center Blvd, Suite 600
Sugar Land TX 77478, United States
Number of offices
2
Most active in
Angelus Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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