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Angelina Funtanilla

Wedbush Securities INC.
25 Years of Experience
Pasadena, CA
2 DisclosuresBroker
View SEC Summary
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Angelina Funtanilla is a registered investment advisor at Wedbush Securities INC., based in Pasadena, CA, with 25 years of industry experience. Angelina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.

Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
10,048 clients
Average Client Portfolio
$566K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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 for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

225 S Lake Ave Penthouse, Pasadena, CA, 91101

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2025
Final
Employment Separation After Allegations
January 2025
View Full SEC ReportHow to Read Disclosures
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 · 1 yr 6 mos
Wedbush Securities INC.Broker
April 2025 - Present · 1 yr 6 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 BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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