Mangan Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 25, 2026, reports $222M in regulatory assets under management, 6 employees, and 173 accounts.
Assets Under Management
$222M
Employees
6
Offices
--
Total Clients
173
Primary office
SEATTLE, WA
2611 NE 113TH ST, SUITE 300, SEATTLE, WA, United States
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
100
2
HNWI
42.2%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 25, 2026
Discretionary100.0%
$222M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$222M
Total Accounts173
10Y AUM Change+$122M (+122.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee29:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.