# Managed Asset Wealth Management

Managed Asset Wealth Management is a Multi Family Office based in Laguna Hills, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Laguna Hills, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 172102
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172102

## About

MANAGED ASSET WEALTH MANAGEMENT LLC is a state-registered investment adviser in LAGUNA HILLS, CA. It has 1 employee and 1 investment adviser. The firm is based in California.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What investment stages or asset classes does the firm typically target?

Public disclosures indicate a focus on traditional public market asset classes — primarily equities and fixed income — executed through separately managed accounts and fund selection. There is no publicly known allocation to venture capital, private equity, or other illiquid strategies.

### What geographic regions does Managed Asset Wealth Management serve?

The firm is headquartered in Los Angeles and serves a domestic US client base, with a natural concentration among West Coast families. No additional offices or international operations have been identified in public records.

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Last updated: 2026-07-06T01:24:20.724Z

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