Investment adviser · CRD 143863
MANGAN WEALTH MANAGEMENT
Investment adviser filing (IA)
MANGAN WEALTH MANAGEMENT, INC.
SEATTLE, WA, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $222M Form ADV · Item 5.F
- Client accounts
- 173 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $135,000,000 | 60.8% |
| Individuals | 100 | $87,000,000 | 39.2% |
Filing source
Form ADV 2082755 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
2611 NE 113TH ST, SUITE 300SEATTLE, WA, 98125, United States
CRD 143863
Filing source
Form ADV 2082755 · Mar 25, 2026 · 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.