AdvisorCensus / Financial advisors / Washington / Seattle / Mangan Wealth Management
Mangan Wealth Management
Filed as MANGAN WEALTH MANAGEMENT · Legal name Mangan Wealth Management, Inc.
Mangan Wealth Management is an SEC-registered investment advisory firm in Seattle, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Mangan Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Mangan Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Mangan Wealth Management located?
Mangan Wealth Management's principal office is in Seattle, WA, according to its Form ADV.
Is Mangan Wealth Management registered with the SEC or a state?
Mangan Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 143863.
How much does Mangan Wealth Management manage?
Mangan Wealth Management reports $222,000,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Mangan Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Mangan Wealth Management: Regulatory assets under management: $100,000,000 in the October 2021 data and $222,000,000 in the October 2026 data, up 122%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mangan Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (73).
Does Mangan Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143863
What changed in Mangan Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $173,000,000 to $222,000,000 (+28%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$222,000,000 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Mangan Wealth Management, Inc.
- Also doing business as
- MANGAN WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $222,000,000 | 6 | March 25, 2026 |
| October 2025 | $173,000,000 | 6 | May 23, 2025 |
| October 2024 | $144,000,000 | 6 | July 31, 2024 |
| October 2023 | $128,000,000 | 6 | March 16, 2023 |
| October 2022 | $120,000,000 | 5 | May 17, 2022 |
| October 2021 | $100,000,000 | 5 | June 15, 2021 |
Regulatory assets under management: $100,000,000 in the October 2021 data and $222,000,000 in the October 2026 data, up 122%.
Total employees: 5 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $173,000,000 to $222,000,000 (+28%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mangan Wealth Management (CRD 143863): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mangan-wealth-management-seattle-wa-143863