Mandala Wealth Management, LLC

Mandala Wealth Management, LLC (CRD# 282151) is a financial advisory firm headquartered in , . They manage $14,400,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $514,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mandala Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jay I. Liao
CRD#: 5720612
San Francisco, CA

Jay Liao (CRD# 5720612) is an Investment Advisor Representative working at Mandala Wealth Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.