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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2016
- Office Locations
- 1
Office Locations
About Mandala Wealth Management, LLC
Mandala Wealth Management is an independent, San Diego-based RIA operating virtually since 2016. The firm manages taxable and retirement portfolios for individuals, families, and trusts, pairing financial planning with portfolio construction and risk management. Investment implementation is ETF-centric with allocations that may include U.S. government/agency bonds, and the practice custody relationships include Charles Schwab.
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Owner & Executives
JAY I-CHIEH LIAO
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5720612
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,975,117 | $400,000 |
| Non-Discretionary | $1,238,781 | $1,400,000 |
| Total | $21,213,898 | $466,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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