AF
AF

Angelina Marie Funtanilla

24 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
218 advisors
Number of Clients
10,099 clients
Average Client Portfolio
$568K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$250
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Location

Two Union Square Ste 5050, 601 Union Street, Seattle, WA, 98101

Get directions

History

Regulatory History (2)
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Regulatory
August 2025
Final
Employment Separation After Allegations
January 2025
Other Business Activities

Angelina is a guest writer for Irunfar.com, a recreation website, dedicating minimal time outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Wedbush Securities INC.
April 2025 - Present · 10 mos
Wedbush Securities INC.Broker
April 2025 - Present · 10 mos
Previous Registrations
Morgan StanleyBroker
April 2012 - February 2025 · 12 yrs 10 mos
Morgan Stanley
April 2012 - February 2025 · 12 yrs 10 mos
J.P. Morgan Securities LLC
March 2011 - February 2012 · 11 mos
J.P. Morgan Securities LLCBroker
March 2011 - February 2012 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2004 - June 2009 · 5 yrs 5 mos
Thomas Weisel Partners LLCBroker
June 2002 - November 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
February 2001 - June 2002 · 1 yr 4 mos
E*trade Securities, INC.Broker
November 2000 - February 2001 · 3 mos
State Registrations10 states
AZCACOFLGANCORPASCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.