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Mandala Wealth Management, LLC (San Francisco)


Mandala Wealth Management, LLC is an adviser based in San Francisco. It manages $14 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

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Mandala Wealth Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mandala Wealth Management: assets under management

The assets under management (AUM) of Mandala Wealth Management, LLC is $14 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.2 million in discretionary accounts and $2.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.4 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mandala Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Mandala Wealth Management, LLC performs its advisory services is located at 842 Dolores Street, San Francisco, CA 94110 The mailing address of the firm is 5214 F Diamond Heights Blvd., #111, San Francisco, CA 94131 2175. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-633-6804. The normal business hours are 9:00 - 5:00 on Other. You can find more information about the New York firm at mandalawealth.com.


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