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BROCHURE SUPPLEMENT
Mangan Wealth Management (CRD 143863), brochure dated March 25, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Part 2B of Form ADV: Mangan Wealth Management, Inc.
Brochure Supplement
March 25, 2026
Mangan Wealth Management, Inc.
2611 NE 113th Street, Suite 300
Seattle, WA 98125
(206) 441-1980
www.manganwm.com
The purpose of this document is to provide biographical information on the
individuals that may ultimately work with at Mangan Wealth Management, Inc.
Please contact Rick Mangan of Mangan Wealth Management, Inc. at
rick@manganwm.com and/or (206) 441-1980 if you did not receive Mangan Wealth
Management, Inc.’s brochure or if you have any questions about the content of this
supplement.
Table of Contents:
Rick Mangan 3
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Traci Mangan
2
Rick Mangan
Mangan Wealth Management, Inc.
This Brochure Supplement provides information about Rick Mangan the supplements the Mangan Wealth
Management, Inc. (MWM) Brochure. You should have receive a copy of the MWM brochure. Please
contract Rick Mangan if you did not receive MWM’s brochure or if you have any questions on the contents
of this supplement
Educational Background and Business Experience
B.A. - Accounting Degree – Washington State University – May 1997
Masters – Accounting with a Tax Emphasis – December 1998
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Personal Financial Specialist (PFS)
Principal – Mangan Wealth Management, Inc since 2004.
Mr. Mangan founded Mangan Wealth Management, prior to moving full time in Mangan
Wealth Management, he worked at Brighton Jones, Foster + Company, and Deloitte &
Touche.
Disciplinary Information
None
Other Business Activities
None
Additional Compensation
None
Supervision
The Registrant provides investment advisory and supervisory services in accordance with
the Registrant’s policies and procedures manual. The primary purpose of the Registrant’s
Rule 206(4) -7 policies and procedures is to comply with the requirements of supervision
requirements of Section 203(e)(6) of the Investment Advisers Act (“Act”). The
Registrant’s Chief Compliance Officer, Rick Mangan, is primarily responsible for the
implementation of the Registrant’s policies and procedures and overseeing the activities
of the Registrant’s supervised persons. Should an employee or investment adviser
representative of the Registrant have any questions regarding the applicability/relevance
of the Act, the Rules thereunder, any section thereof, or any section of the policies and
3
procedures, he/she should address those questions with the Chief Compliance Officer.
Should a client have any questions regarding the Registrant’s supervision or compliance
practices, please contact Rick Mangan, (206) 441-1980.
4
Traci Mangan
Mangan Wealth Management, Inc.
This Brochure Supplement provides information about Traci Mangan the supplements the Mangan Wealth
Management, Inc. (MWM) Brochure. You should have receive a copy of the MWM brochure. Please
contract Rick Mangan if you did not receive MWM’s brochure or if you have any questions on the contents
of this supplement
Educational Background and Business Experience
B.A. - Accounting Degree – Washington State University – May 1997
Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)
Prior to joining Mangan Wealth Management, Mrs. Mangan worked at Icicle Seafoods,
Foster + Company, Moss Adams, and Boeing.
Disciplinary Information
None
Other Business Activities
None
Additional Compensation
None
Supervision
The Registrant provides investment advisory and supervisory services in accordance with
the Registrant’s policies and procedures manual. The primary purpose of the Registrant’s
Rule 206(4) -7 policies and procedures is to comply with the requirements of supervision
requirements of Section 203(e)(6) of the Investment Advisers Act (“Act”). The
Registrant’s Chief Compliance Officer, Rick Mangan, is primarily responsible for the
implementation of the Registrant’s policies and procedures and overseeing the activities
of the Registrant’s supervised persons. Should an employee or investment adviser
representative of the Registrant have any questions regarding the applicability/relevance
of the Act, the Rules thereunder, any section thereof, or any section of the policies and
procedures, he/she should address those questions with the Chief Compliance Officer.
Should a client have any questions regarding the Registrant’s supervision or compliance
practices, please contact Rick Mangan, (206) 441-1980.
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