# Mangan Wealth Management

> 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.

- CRD: 143863
- Filed as: MANGAN WEALTH MANAGEMENT
- Legal name: Mangan Wealth Management, Inc.
- Also doing business as: MANGAN WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143863
- AdvisorCensus page: https://advisorcensus.com/firm/mangan-wealth-management-seattle-wa-143863

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $222,000,000
- Discretionary: $222,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $87,000,000 |
| High net worth individuals | 73 | $135,000,000 |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,000,000 | 5 | June 15, 2021 |
| October 2022 | $120,000,000 | 5 | May 17, 2022 |
| October 2023 | $128,000,000 | 6 | March 16, 2023 |
| October 2024 | $144,000,000 | 6 | July 31, 2024 |
| October 2025 | $173,000,000 | 6 | May 23, 2025 |
| October 2026 | $222,000,000 | 6 | March 25, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mangan Wealth Management (CRD 143863): Form ADV filing data as of October 2026.
