MAGEN WEALTH MANAGEMENT, LLC

MAGEN WEALTH MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 175157). Regulatory assets under management: $75.3M.

Registration

• CRD: 175157
• Type: Registered investment adviser
• Location: 19790 WEST DIXIE HIGHWAY 8TH FLOOR, MIAMI, FL, 33180
• Phone: 954-338-1966
• Latest filing: 2026-03-19
• Regulatory AUM: $75.3M
• Discretionary AUM: $67.0M
• Non-discretionary AUM: $8.4M
• Clients: 3
• Accounts: 33

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175157 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search