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.

Magen Wealth Management is registered as a financial advisory firm (RIA), not as a single family office. It offers wealth management services to multiple clients, rather than managing capital for a single family or individual.

The firm does not specify a stage focus, but as an RIA serving high-net-worth clients, it likely targets a mix of liquid public markets and alternative assets. No direct evidence of venture capital or private equity stage preference exists in public records.

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.

The firm does not disclose whether it participates in fund commitments or direct deals. As an RIA, it may allocate client assets to both pooled funds and direct investments, but no details are available from public records.

The sources of wealth for clients are not disclosed. The firm serves high-net-worth individuals, but the origin of their capital is private and not part of any public filings or marketing materials.

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.