Manna Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$143,929,992
Clients
614
5% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
614
Very HighAverage account size
$234,414
About
Manna Wealth Management provides discretionary and non-discretionary asset management and related financial planning to individual clients, including high-net-worth households, and to business entities. Financial planning services are included with portfolio management and the firm documents client goals, time horizons, and risk tolerances to tailor investment programs.
The firm emphasizes long-term trading while implementing a mix of growth, value, income, active and passive strategies, and uses multiple analytical approaches such as charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory to construct and rebalance portfolios. Its disclosure materials note that certain client accounts may have indirect cryptocurrency exposure through ETFs and that margin may be used in appropriate situations, with related risks explained.
Manna maintains six offices; its Form ADV records a recent principal office relocation and the addition of a satellite office, which is uncommon among similarly sized supported firms. The brochure also discloses a past FINRA Acceptance, Waiver & Consent involving the firm’s principal (a 30‑day principal suspension and a monetary penalty) and the firm serves a relatively large client base (over 600 relationships) with a small advisory team, resulting in a high client-to-advisor ratio.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General retirement planning
Wealth management
Tax-loss harvesting
ESG / Sustainable investing
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
0.0% to 2.75% annually (negotiable based on various factors)
Account minimum: $250,000
Main office location
Manna Wealth Management
429 Lenox Ave, Suite 527
Miami Beach FL 33139, United States
Number of offices
6
Most active in
Manna Wealth Management has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Florida · Maryland · Tennessee · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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Instagram
Website
305-306-7107
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