Every new California business filing, every dayNew Wealth Management Businesses in Los Angeles, CA
3 wealth management businesses recently registered in Los Angeles, California.
Updated August 22, 2026 · Most recent business filing Jul 2, 2026
3
Total Filings
Jul 2, 2026
Most Recent
Every new California filing, every day
See how it worksAbout Wealth Management Businesses in Los Angeles
This page lists new wealth management businesses registered in Los Angeles, California. We currently track 3, sourced directly from the California Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Capital Group Private Client Services, IGW Advisory Investment Management, and Private Wealth Collective. The most recent wealth management business filing was on Jul 2, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Los Angeles, this is one of the freshest prospect lists in the market.
All Filings
Capital Group Private Client Services
Jul 2, 2026Wealth ManagementVerifiedLos Angeles, CA
Capital Group Private Client Services is a wealth management division of Capital Group, a privately owned investment management firm. Based in Los Angeles and Atlanta, they offer personalized financial advisory and investment management services. The website provides contact information and details about their private client services.
IGW Advisory Investment Management
Jun 25, 2026Wealth ManagementVerifiedLos Angeles, CA
IGW Advisory Investment Management LLC is a wealth management firm based in Los Angeles, CA, providing investment advisory services. The firm's website emphasizes creating intergenerational wealth and security for high net worth clients. The business has $145 million in assets under management and serves 32 clients, as indicated in regulatory filings.
Private Wealth Collective
Nov 10, 2025Wealth ManagementVerifiedLos Angeles, CA
Private Wealth Collective is an SEC-registered fiduciary wealth management firm founded by Nicole Lapin, offering investment management, financial planning, and coaching with no minimums. The LLC filing in California aligns with the business's location.
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