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MK

Maria Kleinhans

ANGELES WEALTH MANAGEMENT
JUPITER, FL
Some features on this profile are disabled
CRD#: 5600083
MK

Professional summary


Maria Kleinhans, who also goes by Maria Chiriboga, Maria-jose Chiriboga, is a registered financial advisor currently at ANGELES WEALTH MANAGEMENT, LLC located in Jupiter, Florida.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Maria has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maria Chiriboga | Maria-Jose Chiriboga

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maria Kleinhans's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 18, 2025 - Present

ANGELES WEALTH MANAGEMENT, LLC

RIA
CRD#: 159952
JUPITER, FL
Past

October 12, 2021 - May 2, 2025

ELLEVEST

RIA
CRD#: 175476
Jupiter, FL
Past

June 21, 2012 - March 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MIAMI, FL
Past

June 19, 2012 - March 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MIAMI, FL
Past

June 24, 2009 - May 25, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
MIAMI, FL
Past

February 4, 2009 - May 25, 2012

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
MIAMI, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ANGELES WEALTH MANAGEMENT, LLC
ANGELES WEALTH MANAGEMENT, LLC

CRD#: 159952 / SEC#: 801-72992

RIA
Registered Investment Advisory firm - (1/3/2012 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(6/18/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/22/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ANGELES WEALTH MANAGEMENT, LLC
ANGELES WEALTH MANAGEMENT, LLC

CRD#: 159952 / SEC#: 801-72992

RIA
Registered Investment Advisory firm - (1/3/2012 Approved)
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Contact information


Main Address
429 Santa Monica Blvd Suite 650, Santa Monica, CA 90401
Mailing Address
Phone number
(310) 393-6300
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AWM ADV 2A_02.2026_FINAL (2/19/2026)

Regulatory assets under management


Total Number of Accounts178
AUM (Assets Under Management)$ 2,271,897,955

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANGELES WEALTH MANAGEMENT, LLC

CRD#: 159952Jupiter, FL

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