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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Manentia Wealth Consulting Inc
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|---|---|
| CRD # | 333415 |
| SEC # | 801-131380 |
| CIK # | |
| AUM | $45.2 M (2025-04-04) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 775-237-8852 |
| Address | 185 Great Neck Road Great Neck, NY 11021 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 1.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 43.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 45.2 |
| By Discretionary | ||
| Discretionary | 10 | 2.2 |
| Non-Discretionary | 3 | 43.0 |
| Total | 13 | 45.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.2 | |
| Total | 13 | 45.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisor Financial Services Inc
✚
|
NY | 0.1 |
|
Forever Financial Advisors LLC
✚
|
0.1 | |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Capital Insights Group of WNY LLC
✚
|
NY | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
Collective Wealth Partners LLC
✚
|
GA | 0.0 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |