Investment adviser · CRD 282151

MANDALA WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Apr 14, 2016

Regulatory AUM
$14M
Form ADV · Item 5.F
Client accounts
30
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 14, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 282151

Filing source

Form ADV 1010900 · Apr 14, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.