Managed Asset Wealth Management

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.

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

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

• Wealth management
• Financial planning
• Asset management
• Investment advisory
• Retirement planning

Headquarters

HQ city

Laguna Hills

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core 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

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad 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

• LinkedInlinkedin.com/company/managed-asset-co

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Managed Asset Wealth Management