This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ANGELES FAMILY OFFICE

Current firm class

bank affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 17, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 17, 1993

First registration

Jan 11, 2022

Dual registered

no

IAPD individual key

2373185

• Occurred

  Jun 16, 2026
  Advisor changed firm

  Adam Bryan Stern left Xo Capital Llc for Angeles Family Office (registered 2026-06-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3d8d7be-7fa8-d353-2547-26adcaa5a6c9

First observed

Jan 11, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.