Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer

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SANTA MONICA, Calif.--(BUSINESS WIRE)--Nov 24, 2025--

Angeles Wealth Management (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the appointment of Jonah Caveas 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.

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Angeles Wealth Management appoints Jonah Cave as Chief Growth Officer

Based in Dallas, Texas, Cave will leverage his 30-year career across capital markets, private investments, family office and wealth management to build and manage a strategic business development program that supports advisor growth and strengthens client engagement. Cave will also identify and support strategic inorganic growth opportunities in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments.

“I’m energized by the opportunity to help our advisors share our story and unlock new opportunities across the firm,” said Cave. “Nationally and in our key markets of California, New York and Texas, we see a tremendous opportunity to serve more families with sophisticated needs.”

Since its founding in 2011, Angeles Wealth has operated within a model that combines private wealth expertise with the institutional-quality investment capabilities of its endowment and foundation advisory OCIO affiliate, Angeles Investment Advisors (“AIA”).

“As the industry awakens to the convergence of advisory needs between private wealth and institutional clients – and the solutions and services required across the advice continuum – Angeles Wealth is uniquely positioned and truly independent,” added Cave. “The platform that other firms are assembling, Angeles Wealth and AIA have already built.”

An experienced financial services veteran, Cave joins Angeles Wealth from CH Investment Partners, a Dallas-based multi-family office now part of Cresset Capital. He served as senior managing director, and head of the Partner Relations Team. In that role, he managed growth – including relationships with external single- and multi-family offices. Prior to CH Investment Partners, Cave held senior leadership roles in the global equity divisions at Merrill Lynch, Bank of America Merrill Lynch and UBS. In these roles, he was directly responsible for managing teams and large institutional client relationships.

“From day one, Angeles Wealth was built to give families access to the same institutional-quality investments available to billion-dollar organizations, and on the same terms,” said Jonathan Foster, President and CEO of Angeles Wealth. “Jonah understands the power of our integrated model and brings the leadership needed to advance our growth to serve more families and deepen collaboration with our institutional team.”

For more information about Angeles Wealth Management and its sophisticated, customized global investment solutions and wealth management services, please visit its website.

About Angeles Investment Advisors

Founded in 2001, Angeles Investment Advisors is an institutional multi-asset investment firm, managing customized portfolios for institutional investors in the United States. Headquartered in Santa Monica, CA, Angeles Investment Advisors oversees nearly $7.1 billion in discretionary assets under management (AUM) and $35.6 billion assets under advisement (AUA) as of June 30th, 2025, and is an advisor to recognized endowments, foundations and institutions.

About Angeles Wealth Management

Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing high-net-worth and ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors. The firm’s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, Angeles Investment Advisors. Angeles Wealth, which manages approximately $2.6 billion in assets under management (AUM) as of September 30th, 2025, works with the families it serves to understand their unique needs, including generational planning and family dynamics. Founded in 2011, Angeles Wealth has offices in Santa Monica, New York City and Houston. For more information, follow us on LinkedIn or visit our website.

Disclosures

1) Angeles Wealth Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. The information herein is provided for informational purposes only and should not be construed as investment, legal, or tax advice. All AUM figures are as of September 30th, 2025 and subject to change. Certain services, such as legal or tax services, are provided by third-party professionals. More information about Angeles Wealth Management's investment advisory services can be found in its Form ADV Part 2, which is available upon request.

2) Angeles Investment Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Angeles Investment Advisors' investment advisory services can be found in its Form ADV Part 2, which is available upon request.

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SOURCE: Angeles Wealth Management

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PUB: 11/24/2025 09:08 AM/DISC: 11/24/2025 09:08 AM

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