MANGAN WEALTH MANAGEMENT

Overview

Mangan Wealth Management is an independent registered investment adviser formed in 2022 that serves individual and family clients. The firm operates with an owner-centric structure and combines financial planning with discretionary portfolio management for individuals, small businesses and institutions. Its stated business activities include accounting services and sales of other financial products, which suggests the firm integrates tax and reporting considerations into its advice. Fee arrangements include a percentage of assets under management plus hourly charges for planning or consulting work. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices