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MANNA WEALTH MANAGEMENT
Legal name: MANNA WEALTH MANAGEMENT INC.
CRD 332313File 801-130884
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$146.1M
Bottom 25% of cohort (national)
Discretionary AUM
$146.1M
Clients
614
615 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2024
- Principal office
- 429 LENOX AVE, SUITE 527, MIAMI BEACH, FL, 33139
- Phone
- 305-306-7107
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.1M
- Discretionary AUM
- $146.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 615
- Non-discretionary accounts
- 0
- Total accounts
- 615
- AUM per client
- $238K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| High net worth individuals | 32 | $57.5M |
| Individuals (other than high net worth individuals) | 582 | $86.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 495 | 614 | increased by119 |
| Apr 1, 2026 | AUM | $122,638,603 | $146,137,215 | increased by$23,498,612 |
| Apr 1, 2026 | Accounts | 495 | 615 | increased by120 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MANNA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANNA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.