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MORANGIE MANAGEMENT LLC

VERO BEACH, FL · CRD 332949 · IAPD ↗ · morangiemanagement.com · 908-285-6686

$706.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MORANGIE MANAGEMENT LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2025 — MORANGIE MANAGEMENT LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
February 2025 — MORANGIE MANAGEMENT LLC moved its main office from MARSHFIELD, MA to VERO BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
February 2025 — MORANGIE MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — MORANGIE MANAGEMENT LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
February 2025 — MORANGIE MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
February 2025 — MORANGIE MANAGEMENT LLC now reports 2 private fund(s) ($14.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
October 2024 — MORANGIE MANAGEMENT LLC (MARSHFIELD, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.