Mandala Wealth Management, LLC

Overview

Mandala Wealth Management, LLC is a small, independent RIA that focuses on fee-based portfolio management and financial planning for individuals, families and select institutional or pooled-vehicle clients. The firm runs discretionary portfolio strategies for most of its clients and shows a clear preference for public, exchange-traded equities and ETF exposure as its primary capital allocation. Advisory services include financial planning, direct portfolio management for individuals and small businesses, and management of pooled investment vehicles, which gives the firm flexibility to use third‑party managers and alternative strategies inside those structures. Mandala is not an ESG-focused manager and does not act as a capital allocator. Its business model is percentage-of-AUM fee-based, and it operates under individual ownership as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices