# MANDALA WEALTH MANAGEMENT, LLC

MANDALA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 282151
- Type: SEC-registered investment adviser
- SEC file number: 801-107039
- Phone: 415-633-6804
- Latest filing: 2026-01-28
- Regulatory AUM: $21.2M
- Discretionary AUM: $20.0M
- Non-discretionary AUM: $1.2M
- Clients: 1
- Accounts: 30

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| LIAO JAY I-CHIEH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| LIAO JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282151/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282151/similar
- Related entities: https://search.stillhousedata.com/firm/282151/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282151

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.