MANNA WEALTH MANAGEMENT
Total AUM
$146.1M
Employees
2Clients
615Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
429 LENOX AVE
SUITE 527
MIAMI BEACH
FL 33139
United States
SUITE 527
MIAMI BEACH
FL 33139
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
305-306-7107
Other Offices
5
Financials
Total AUM
$146.1M
Accounts
615Discretionary
$146.1M
Accounts
615Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
582AUM
$86.4M
HNW Individual Clients
32AUM
$57.5M
Corporation or Business Clients
1AUM
$2.2M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
DCFLMDTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.