Overview
Assets Under Management: $146 million
Headquarters: MIAMI BEACH, FL
High-Net-Worth Clients: 32
Average Client Assets: $1.8 million
Frequently Asked Questions
MANNA WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332313), MANNA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MANNA WEALTH MANAGEMENT is headquartered in MIAMI BEACH, FL.
MANNA WEALTH MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, MANNA WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
MANNA WEALTH MANAGEMENT manages $146 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, MANNA WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.36%
Average Client Assets: $1.8 million
Total Client Accounts: 615
Discretionary Accounts: 615
Regulatory Filings
CRD Number: 332313
Filing ID: 2053023
Last Filing Date: 2026-03-25 21:58:12