Advisor at Mangotree Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mangotree Capital, LLC
Location
Sterling Heights, MI 48314
Credentials
Series 66
Industry experience
20 years
Satish Dharwadkar is a financial advisor at MangoTree Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with MangoTree Capital since 2012. MangoTree Capital provides discretionary portfolio management, ERISA plan advisory, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm customizes investment advice using in-house Tactical and Ultra-Tactical model portfolios that combine active and passive strategies, including long and short positions, options, and occasional short-term trading.
Based on Mangotree Capital, LLC
Based on Mangotree Capital, LLC
Financial planning fixed fees starting at $3,000, negotiable depending on scope and complexity
$0+: Tactical Model – 1.5% annually $0+: Ultra-Tactical Model – 2.5% annually $0+: Other Platform Accounts (e.g., 529 Adviser Plans, Annuities) – 0.5% annually $0+: Custom Allocation – 2.0% annually
$300 per hour for financial planning services
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts considered too small to manage effectively.
6633 Eighteen Mile Road #2
Sterling Heights, MI 48314
Florida · Michigan
Mangotree Capital, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, CRPC®
Troy, MI
Innermost Wealth Management, LLC
I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.
Series 63, Series 65
Southfield, MI
Sterling Advisory Group LLC
Series 63, Series 65
Bingham Farms, MI
Octo Capital, LLC
CFP®, Series 63, Series 66
Clinton Twp, MI
Our Investment Guy
Series 66
Berkley, MI
Underhill Investments, LLC
CFP®, Series 66
Grosse Pointe Shores, MI
Tetra Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")