Mandala Wealth Management, LLC
Mandala Wealth Management, LLC ("Mandala") is an independent, fee-only Registered Investment Advisor (RIA) based in San Francisco, CA. The firm is wholly owned by Jay Liao. Previously, Jay was a financial advisor and portfolio manager at Morgan Stanley, where he managed client assets for individuals, corporate executives, high-net worth individuals, families, and trusts.
Mandala Wealth Management, LLC ("Mandala") is an independent, fee-only Registered Investment Advisor (RIA) based in San Francisco, CA. The firm is wholly owned by Jay Liao. Previously, Jay was a financial advisor and portfolio manager at Morgan Stanley, where he managed client assets for individuals, corporate executives, high-net worth individuals, families, and trusts. Prior to Morgan Stanley, Jay served on the investment team for a private, ultra high net worth family office that managed over $1 billion across multi-asset classes, including hedge funds, private equity, real estate, and venture capital. Jay is also the creator and founder of Portfolio Monkey, a financial technology website that was recognized as one of the Wall St Journal's "Best Online Tools for Personal Finance" and Money Magazine's 20 Best Websites. Jay is a CFA Charterholder and holds an MBA from University of California, Berkeley.
Address: 5214F Diamond Heights Blvd. #111 San Francisco, CA 94131-2175, USA
Phone: +1 415 633 6804
FAX:
