Magen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,031,686
Clients
19
Advisors
1
of 3 employees
About
Magen Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, high‑net‑worth clients, trusts, estates and pooled investment vehicles. The firm also advises and serves private investment vehicles, including the Noga Multi Strategy Income Portfolio and the Magen Opportunity Fund.
The firm employs a mix of fundamental, technical and economic analysis to construct portfolios across equities, fixed income, ETFs, currencies and other instruments, with portfolios tailored to client objectives and ongoing monitoring. Risk management is integrated into the process and can include options‑based hedging, short selling and selective use of leverage, with periodic client reviews and quarterly reporting.
Magen’s brochure highlights a few features that distinguish it from many peers: the firm may enter into performance‑based fee arrangements for qualified clients, uses derivatives and options within separately managed accounts, and manages private funds alongside separate accounts — all of which the firm says require allocation policies and other procedures to address potential conflicts. The firm’s disclosure and discussion of non‑U.S. securities and related risks also indicates material cross‑border investment or client exposure relative to similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
Less than $1 million - $1 million: 2.00% $1 million - $5 million: 1.75% $5 million - $10 million: 1.50% $10 million - $20 million: 1.00% $20 million - $50 million: 0.875% $50 million+: 0.75%
15% of annual net profits for qualified clients as part of performance-based fee arrangements
Account minimum: $1,000,000 Fee-only: Discounted asset-based fees ranging from 1.85% to 0.60% plus performance-based fees of 15% of annual net profits for qualified clients
Main office
19790 West Dixie Highway 8th Floor, Suite 811
Miami FL 33180
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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