Disclosures & ADV
Investment adviser registration
Angelus Wealth, LLC ("Angelus") is an investment adviser registered with the State of Texas (Texas State Securities Board). Registration does not imply any certain level of skill or training. Angelus transacts business only in states where it is registered or qualifies for an exemption or exclusion from registration.
Form ADV
Our Form ADV Part 2A (firm brochure) and Part 2B (brochure supplement) describe our services, fees, conflicts of interest, and the background of our personnel. They are available on request and through the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov/firm/summary/328571 (CRD #328571). We encourage every prospective client to read them carefully.
Fee-only, fiduciary
Angelus is a fee-only fiduciary. We are compensated solely by the fees our clients pay us; we do not accept commissions, sales loads, or third-party compensation for the advice we provide. As a fiduciary, we are obligated to act in our clients' best interests.
Affiliated CPA practice
Tax and accounting services are provided through an affiliated CPA practice. Investment advisory services and tax/accounting services are distinct, are regulated separately, and are governed by their own engagement agreements. A client is never obligated to use both.
Not legal or tax advice
Information on this website is general and educational and does not constitute legal, accounting, or tax advice for any specific person. Please consult a qualified professional regarding your individual situation.
Investment risk; no guarantee of performance
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No content on this site is a recommendation to buy or sell any security or to adopt any investment strategy.
No offer or solicitation
Nothing on this website is an offer or solicitation to provide advisory services in any jurisdiction where Angelus is not registered or exempt from registration, or where such an offer or solicitation would be unlawful.
Certification marks
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. CPA refers to a Certified Public Accountant licensed by a state board of accountancy. Angelus is not a bank, lender, or law firm and does not provide banking, lending, or legal services.
Third-party links
This site may link to third-party websites for convenience. Angelus is not responsible for, and does not endorse, the content of any third-party site.
Contact us
Questions about these disclosures may be directed to compliance@angelushq.com, (346) 409-7974, or Angelus, 77 Sugar Creek Center Blvd, Suite 600, Sugar Land, TX 77478.