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Wealth manager, independent · Vero Beach, FL

Morangie Management LLC

SEC-registered investment adviser · CRD 332949 · SEC 801-131173

At a glance

Morangie Management LLC is an SEC-registered investment adviser based in Vero Beach, Florida, with $706 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 96 individual clients. By Form ADV it is a wealth manager, ranked 2,127th of 8,915 wealth managers and 6,516th of 17,210 SEC-registered advisers by assets.

Main office 908-285-6686morangiemanagement.comAs filed on Form ADV

Regulatory AUM
$706M
Rank among wealth managers
#2,127 of 8,915
Rank among all SEC RIAs
#6,516 of 17,210
Rank in Florida
#344 of 1,090
Individual clients
96
High-net-worth clients
96
Accounts
117
Discretionary
100% of AUM
Employees
7
Advisory staff
4
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Fidelity$229M90%
  2. BNY$25M10%

Other RIAs using FidelityOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals96$634M90%
Pooled investment vehicles2$72M10%

Private funds

Morangie Management LLC reports 2 private funds with $72M in gross assets: private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Morangie Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗morangiemanagement.com ↗

AtlasMembers

The full record on Morangie Management LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 4,477 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Morangie Management LLC manage?

Morangie Management LLC reports $706 million in regulatory assets under management across 117 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.

What kind of firm is Morangie Management LLC?

Morangie Management LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Morangie Management LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($634 million, 96 clients); pooled investment vehicles ($72 million, 2 clients).

Does Morangie Management LLC manage private funds?

Yes. It reports 2 private funds with $72 million in gross assets, including private equity funds.

Does Morangie Management LLC have any disciplinary history?

Morangie Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Morangie Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →