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MANGAN WEALTH MANAGEMENT
2611 Ne 113th St
Suite 300
Seattle, Washington 98125
Tel: 206-441-1980
About MANGAN WEALTH MANAGEMENT
MANGAN WEALTH MANAGEMENT, formally registered with the SEC as MANGAN WEALTH MANAGEMENT. The firm was established in 06/13/2022. They have over 1 offices throughout the country.
MANGAN WEALTH MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $173,000,000 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143863 |
| SEC# | 801-125876 |
| Assets Managed by Firm | $173,000,000 |
| No. of Clients | 170 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 170 | $173,000,000 |
| Individuals (other than high net worth individuals) | 100 | $50,000,000 |
| High net worth individuals | 70 | $123,000,000 |
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