Overview
- Headquarters
- Seattle, WA
- Total Firm Assets
- $222 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
- Stated Minimum Account Size
- $400,000
Fee Disclosure
Source: MANGAN WEALTH MANAGEMENT, INC. BROCHURE (2025-08-04)
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Latest filing: BROCHURE SUPPLEMENT (2026-03-25)
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Latest filing: MANGAN WEALTH MANAGEMENT, INC. BROCHURE (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $3,000,000 | 0.85% |
| $3,000,001 | $6,000,000 | 0.60% |
| $6,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $4,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,250 | 0.92% |
| $5 million | $38,250 | 0.76% |
| $10 million | $58,250 | 0.58% |
| $50 million | $198,250 | 0.40% |
| $100 million | $373,250 | 0.37% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.81%
- Number of High-Net-Worth Clients
- 73
- Total Client Accounts
- 173
- Discretionary Accounts
- 173
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 143863
- BROCHURE SUPPLEMENT (2026-03-25) · View brochure text
- MANGAN WEALTH MANAGEMENT, INC. BROCHURE (2026-03-25) · View brochure text
- MANGAN WEALTH MANAGEMENT, INC. BROCHURE (2025-08-04) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗