Magen Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,031,686
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
19
32% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$949,036
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
Portfolio management
Consulting services
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Occupation focus
Founder/Business Owner
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 location
Magen Wealth Management, LLC
19790 West Dixie Highway 8 Th Floor, Suite 811
Miami FL 33180, United States
Number of offices
1
Most active in
Magen Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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