# Mangan Wealth Management

Mangan Wealth Management is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** manganwm.com

## Regulatory record

- **CRD number:** 143863
- **SEC file number:** 801-125876
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143863

## About

Patrick Mangan established Mangan Wealth Management in 2005 as a Seattle-based registered investment adviser. The firm operates independently from major financial institutions, providing financial planning, portfolio management, and wealth advisory services primarily to individual clients in the Pacific Northwest. The firm's investment approach centers on customized portfolio construction rather than proprietary products or house-model allocations. Mangan Wealth Management advises individuals on asset allocation across public equities, fixed income, and alternative strategies, with an emphasis on risk-aligned planning rather than benchmark-relative performance. The practice is structured to avoid the conflicts that can arise from commission-based brokerage models or proprietary fund distribution. The firm maintains a deliberately lean operational footprint from its Seattle headquarters. As an RIA, it bears a fiduciary obligation to clients — a structural feature that distinguishes its posture from broker-dealer wealth channels. The advisory team integrates tax-sensitive planning and retirement-income strategies alongside traditional portfolio management, reflecting the needs of its client base. What distinguishes Mangan Wealth Management is its independence within a consolidating wealth-management industry. While large aggregators and bank trusts have absorbed many Pacific Northwest advisory practices, the firm has remained privately held and locally operated — a structure that aligns its continuity with the interests of the families it advises rather than institutional shareholders or private-equity sponsors.

## Questions

### Is Mangan Wealth Management a fiduciary?

As a registered investment adviser, Mangan Wealth Management is subject to fiduciary obligations under the Investment Advisers Act of 1940. This means the firm must act in its clients' best interests, disclosing conflicts and avoiding self-dealing in a manner that exceeds the suitability standard applied to broker-dealers.

### How does Mangan Wealth Management charge for its services?

The firm operates on a fee-only advisory model typical of independent RIAs, charging clients based on assets under management or through fixed planning fees. This structure removes the product-commission incentives present in brokerage-based wealth management channels.

### What client segments does Mangan Wealth Management serve?

The firm primarily advises individual clients rather than institutions, according to its regulatory filings. Its client base is concentrated in the Pacific Northwest, with services encompassing financial planning, retirement-income strategies, and discretionary portfolio management for high-net-worth households and mass-affluent investors.

### Does Mangan Wealth Management use proprietary investment products?

As an independent RIA without a parent bank or asset-management affiliate, the firm is not structured to distribute proprietary funds or structured products. Its investment approach relies on constructing portfolios from third-party securities and strategies selected to align with individual client objectives.

## Related profiles

- [Maner Wealth](https://altss.com/profile/maner-wealth)
- [Mango TV](https://altss.com/profile/mango-tv)

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Last updated: 2026-06-03T20:00:00.000Z

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