RIA Intel›Advisers›Florida›MAGEN WEALTH MANAGEMENT, LLC

MAGEN WEALTH MANAGEMENT, LLC

Advisory

MIAMI, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,438

of 2,610 advisers by AUM

Average account

$2M

across 33 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$75M

Discretionary AUM$67M

Non-Discretionary AUM$8M

Discretionary %88.9%

Total Clients33

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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ECF WEALTH, INC.

$76M

MONARCH ASSET MANAGEMENT LLC

$76M

ASG CAPITAL, LLC

$75M

WATSON ASSET MANAGEMENT, LLC

$75M

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