Managed Asset Wealth Management
Managed Asset Wealth Management is a privately held, boutique wealth advisory firm founded in 1994 and based in Laguna Hills, California. The firm offers financial planning and wealth management services to individual clients, operating with a small team of 1-10 employees.
- Company typePrivate
- Founded1994
- HeadquartersLaguna Hills, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Managed Asset Wealth Management does
Managed Asset Wealth Management is a privately held asset management and wealth advisory firm headquartered in Laguna Hills, California. Founded in 1994, the firm provides financial planning and wealth management services, operating in the traditional Registered Investment Advisor (RIA) model serving individual and likely mass-affluent or high-net-worth clients in its local Southern California market.
The firm operates at micro-scale with a stated headcount of 1-10 employees, indicating a boutique advisory practice rather than a scaled asset manager. No proprietary technology platform, digital tools, product suite, or differentiated investment methodology is documented in the available data. The firm's public website returned only a loading/verification page, so no details on investment philosophy, advisory process, custody relationships, or service tiers could be verified.
The business model is consistent with a fee-based wealth advisory, generating revenue primarily through asset-based advisory fees on client portfolios under management, supplemented by financial planning engagements. No pricing schedules, fee schedules, AUM disclosures, or client counts are publicly available, and the firm has no disclosed funding rounds, institutional backing, M&A activity, leadership team details, partnerships, awards, or certifications in the input data. Given the data scarcity, conclusions about scale, growth, and competitive positioning cannot be substantiated beyond the core firmographic profile.
Managed Asset Wealth Management firmographics
Firmographics- Name
- Managed Asset Wealth Management
- Website
- https://managedasset.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Managed Asset Wealth Management is a privately held, boutique wealth advisory firm founded in 1994 and based in Laguna Hills, California. The firm offers financial planning and wealth management services to individual clients, operating with a small team of 1-10 employees.
- Ownership category
- akta.pro rank
Managed Asset Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Managed Asset Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Laguna Hills
- HQ country
- United States
- HQ region
- North America
Markets served
Managed Asset Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Managed Asset Wealth Management product offering
Product offeringCore offering
Managed Asset Wealth Management is a private asset management firm that provides financial planning and wealth management services. The firm is based in Laguna Hills, California, was founded in 1994, and operates with a small team of 1-10 employees focused on individualized client advisory.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services
- Financial Planning Services
- Asset Management Services
Companies that use Managed Asset Wealth Management
Customer profileIdeal customer profiles1 record
Managed Asset Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Managed Asset Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management and financial planning to HNW clients across the U.S. Comparable to Managed Asset Wealth Management in service mix and client focus, but materially larger and multi-office.
- Creative Planning: National RIA combining financial planning, investment management, and tax services for HNW households. Directly comparable in integrated planning-led wealth management, though far larger and acquisitive of smaller RIAs.
- Mercer Advisors: RIA providing financial planning and wealth management to HNW clients nationwide. Comparable offering and target client, scaled nationally through acquisitions of smaller advisory firms.
- Edelman Financial Engines: Large national RIA combining financial planning with managed portfolios for HNW clients. Comparable planning-led value proposition, though typically serves clients through workplace and direct channels at materially larger scale.
- Cetera Financial Group: Independent advisor platform supporting wealth managers with planning, investment, and technology resources. Comparable HNW target client and wealth management offering, delivered through affiliated independent advisors.
Direct peers
- EP Wealth Advisors: Mid-sized RIA offering fee-only financial planning and investment management, with a West Coast presence including California. Closely comparable in business model, fee-only structure, and HNW focus, with similar growth profile.
- Buckingham Strategic Wealth: RIA built around evidence-based financial planning and wealth management for HNW clients. Comparable service offering and planning-led orientation, with broader geographic reach.
- Sequoia Financial Group: Fee-only RIA providing wealth management and financial planning to HNW households, with significant California presence. Closely comparable in target market, fee structure, and integrated planning approach.
Emerging players
- Carson Group: RIA platform supporting independent financial advisors with planning-centric wealth management offerings. Comparable service philosophy; functions more as an enabling platform for affiliated advisors than a single-firm operator.
Others
- Focus Financial Partners: Aggregator and capital partner to a network of independent RIAs. Comparable as a competitor for client relationships, but also a potential acquirer or capital partner for small independent wealth managers like the subject.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Managed Asset Wealth Management social profiles
Digital presenceManaged Asset Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Managed Asset Wealth Management leadership team
Management profileNumber of profiles
Managed Asset Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Managed Asset Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Managed Asset Wealth Management
What does Managed Asset Wealth Management do?
Managed Asset Wealth Management is a private asset management firm that provides financial planning and wealth management services. The firm is based in Laguna Hills, California, was founded in 1994, and operates with a small team of 1-10 employees focused on individualized client advisory.
Is Managed Asset Wealth Management a public or private company?
Managed Asset Wealth Management is a private company. It is classified as unknown and is currently operating.
When was Managed Asset Wealth Management founded?
Managed Asset Wealth Management was founded in 1994. It employs 1 to 10 people.
Where is Managed Asset Wealth Management based?
Managed Asset Wealth Management is headquartered in Laguna Hills, United States, in the North America region.
Who are Managed Asset Wealth Management's main competitors?
Broad incumbents on record are Mariner Wealth Advisors, Creative Planning, Mercer Advisors, Edelman Financial Engines and Cetera Financial Group. Direct peers are EP Wealth Advisors, Buckingham Strategic Wealth and Sequoia Financial Group. Carson Group is listed as an emerging player. Focus Financial Partners is listed as an others.
Does Managed Asset Wealth Management have an API?
No public API is recorded for Managed Asset Wealth Management.
What industry is Managed Asset Wealth Management in?
Managed Asset Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.