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Magen Wealth Management
MAGEN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MIAMI, FL. The firm manages $75 million in regulatory assets, $67 million on a...
Overview
MAGEN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MIAMI, FL. The firm manages $75 million in regulatory assets, $67 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Magen Wealth Management?
The firm does not publicly name its principals or investment committee. As an RIA, investment decisions are made by firm professionals acting as fiduciaries, but individual names are not disclosed in public records.
What is Magen Wealth Management's known posture on co-investments?
Co-investment activity is not publicly documented for Magen Wealth Management. The firm's RIA structure permits co-investments, but no specific deals or partnerships have been cited in public sources.
How is Magen Wealth Management structured to manage conflicts of interest?
As a registered investment advisor, Magen Wealth Management is legally required to act as a fiduciary, placing client interests first. This includes disclosing any conflicts of interest in its Form ADV, though specific practices are not publicly detailed beyond regulatory requirements.
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