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MANGAN WEALTH MANAGEMENT
Legal name: MANGAN WEALTH MANAGEMENT, INC.
CRD 143863File 801-125876
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.0M
Below cohort median (national)
Discretionary AUM
$222.0M
Clients
173
173 accounts
Employees
6
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 13, 2022
- Principal office
- 2611 NE 113TH ST, SUITE 300, SEATTLE, WA, 98125
- Phone
- 206-441-1980
- Website
- HTTPS://WWW.MANGANWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.0M
- Discretionary AUM
- $222.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 173
- Non-discretionary accounts
- 0
- Total accounts
- 173
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $135.0M |
| Individuals (other than high net worth individuals) | 100 | $87.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.