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MAGEN WEALTH MANAGEMENT, LLC
CRD 175157
19790 WEST DIXIE HIGHWAY 8TH FLOOR, SUITE 811, MIAMI, FL, 33180, United States
Phone
954-338-1966
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.3M
Discretionary AUM
$67.0M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $4.7M |
| High net worth individuals | 6 | $13.4M |
| Pooled investment vehicles | 2 | $6.0M |
| Corporations/business entities | 12 | $51.3M |
All web addresses on file
Official SEC filing: View on IAPD