Mangan Wealth Management

Mangan Wealth Management (CRD# 143863) is a financial advisory firm headquartered in Seattle, WA. They manage $34,661,235 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $468,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Mangan Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Rick K. Mangan, CPA, PFS, CFP
CRD#: 4482786
10740 Meridian Ave. N., Suite 209, Seattle, WA 98133
81
Wealthminder
score

Rick Mangan (CRD# 4482786) is an Investment Advisor Representative working at Mangan Wealth Management in Seattle, WA and has over 14 years of experience in the finance industry. Frederick Mangan has the following designations, Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Professtional Financial Specialist (PFS).

CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. CPA professionals must pass the comprehensive CPA exam and must have met additional state certification experience requirements.   PFS holders must be a CPA who specialize in the area of financial planning, along with passing an examination and meet other criteria.

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