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Building 2MANNA WEALTH MANAGEMENT

Map pinMIAMI BEACH, FL
Phone305-306-7107
NotebookSEC #801-130884
Total AUM
$146.1M
Employees
2
Clients
615

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
429 LENOX AVE
SUITE 527
MIAMI BEACH
FL 33139
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
305-306-7107
Other Offices
5

ReceiptFinancials

Total AUM
$146.1M
Accounts
615
Discretionary
$146.1M
Accounts
615
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
582
AUM
$86.4M
HNW Individual Clients
32
AUM
$57.5M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
DCFLMDTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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