# Managed Asset Wealth Management LLC

> Managed Asset Wealth Management LLC is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated January 14, 2026.

- CRD: 172102
- Filed as: MANAGED ASSET WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172102
- AdvisorCensus page: https://advisorcensus.com/firm/managed-asset-wealth-management-llc-laguna-hills-ca-172102

## Quick answers

**How is Managed Asset Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Managed Asset Wealth Management LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Managed Asset Wealth Management LLC located?**
Managed Asset Wealth Management LLC's principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Managed Asset Wealth Management LLC registered with the SEC or a state?**
Managed Asset Wealth Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172102.

**Does Managed Asset Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172102

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- managedasset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Managed Asset Wealth Management LLC (CRD 172102): Form ADV filing data as of October 2026.