# Mandala Wealth Management

Mandala Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 282151
- **SEC file number:** 801-107039
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282151

## About

Mandala Wealth Management, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm manages $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Which sectors does Mandala Wealth Management explicitly avoid?

No sector exclusions have been reported. Without disclosed mandates or public deal history, negative screens remain unknown.

## Related profiles

- [I-Squared Wealth Management](https://altss.com/profile/i-squared-wealth-management-inc)

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Last updated: 2026-07-06T01:24:20.821Z

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