$222.0M Total AUM
$222.0M Disc. AUM
20.1% 3Y CAGR
6 Employees
346 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2005
- Office Locations
- 1
Office Locations
2611 NE 113th ST Suite 300 Seattle WA
About Mangan Wealth Management
Seattle-based Mangan Wealth Management, founded by Rick Mangan (CPA, PFS, CFP), provides integrated wealth and investment management alongside tax planning and tax preparation. The firm serves retail clients, including business owners, with planning-led portfolio construction; its reported SMA assets are primarily allocated to ETFs. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$111.0M AVG AUM / ADVISOR
$641.6K AVG AUM / CLIENT
21.4 yrs AVG TENURE
6 Employees
2 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Client Personas
Focus fusion
Custodian
Fusion
Investment Themes
Alpha
Investment Vehicles
Legacy north
Platform
Ember quantum
Services
Summit Pioneer Focus foundation Alpha Crest Crest
Owner & Executives
F
FREDERICK K MANGAN
Chief Compliance Officer, President
- CRD
- #4482786
- Ownership
- 75% or more
(451) 517-8348
insight.alpha@ridgecapital.com
in linkedin.com/in/legacy-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,000,000 | $1,283,237 |
| Non-Discretionary | $0 | -- |
| Total | $222,000,000 | $1,283,237 |
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Separately Managed Accounts
Total SMA Asset: $222,000,000
Equity - Exchange:
62.4% U.S. Government/Agency:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,056,114,352 | 62.4% |
| U.S. Government/Agency | $636,376,596 | 37.6% |
| Total | $1,692,490,948 | 100.0% |