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MOGUL WEALTH MANAGEMENT, INC.
CRD 144711 · SEC 801-68192
818 MANHATTAN BEACH BOULEVARD, SUITE 200, MANHATTAN BEACH, CA, 90266, United States
Phone
310-545-6700
Fax
310-545-6710
Registration
— (—)
Source
State registered
Total AUM
$59.4M
Discretionary AUM
$59.4M
Team
2 total employees; 2 advisory reps; 198 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $49.0M |
| High net worth individuals | 1 | $7.3M |
| Pension/profit sharing plans | 5 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD