# Mandala Financial Advisors LLC

> Mandala Financial Advisors LLC is a state-registered investment advisory firm in Salida, CO, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 304810
- Filed as: MANDALA FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salida, CO
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304810
- AdvisorCensus page: https://advisorcensus.com/firm/mandala-financial-advisors-llc-salida-co-304810

## Quick answers

**How is Mandala Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mandala Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mandala Financial Advisors LLC located?**
Mandala Financial Advisors LLC's principal office is in Salida, CO, according to its Form ADV.

**Is Mandala Financial Advisors LLC registered with the SEC or a state?**
Mandala Financial Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304810.

**How much does Mandala Financial Advisors LLC manage?**
Mandala Financial Advisors LLC reports $25,387,735 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Mandala Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (10).

**Does Mandala Financial Advisors 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/304810

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,387,735
- Discretionary: $25,387,735
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $4,604,898 |
| High net worth individuals | 11 | $20,782,837 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mandala.financial
- Facebook @mandala.financial
- LinkedIn @mandala-financial-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mandala Financial Advisors LLC (CRD 304810): Form ADV filing data as of October 2026.