# Mogul Wealth Management

Mogul Wealth Management is a Multi Family Office based in Manhattan Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Manhattan Beach, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** mogulwealthmanagement.com

## Regulatory record

- **CRD number:** 144711
- **SEC file number:** 801-68192
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144711

## About

MOGUL WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in Manhattan Beach, CA. The firm manages approximately $59 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Energy Transition & Renewables
- Private Equity

## People

- David C. Wright — CEO & President
- Sammy Wright — Chief Investment Officer

## Questions

### Who runs investment decisions at Mogul Wealth Management?

Chief Investment Officer Sammy Wright leads investment decisions, while CEO David C. Wright oversees firm strategy. Both principals have backgrounds in corporate finance and investment management prior to founding the firm in 2019. No external investment committee has been disclosed.

### How does Mogul Wealth Management source proprietary deal flow?

The firm relies on sponsor GP relationships built during the Wrights' prior careers, with deal flow coming through co-investments and club deals. Mogul does not maintain a publicly disclosed sourcing team or proprietary network beyond these relationship channels.

### Does Mogul Wealth Management participate in fund commitments or only direct deals?

Mogul targets direct investments and co-investments alongside GP sponsors. The firm has not disclosed any fund-of-funds or commingled fund vehicles. Its posture is toward direct deal access in private credit, real estate, infrastructure, and private equity.

### What investment stages does Mogul Wealth Management typically target?

The firm focuses on late-stage and growth-stage direct investments in private credit, real estate, infrastructure, and energy transition. It does not publicly disclose venture capital or early-stage exposure. Known positions are in debt and equity of operating assets rather than startup equity.

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- [West Mountain, LLC](https://altss.com/profile/west-mountain-llc)
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Last updated: 2026-07-06T01:24:21.509Z

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