|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Manna Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 332313 |
| SEC # | 801-130884 |
| CIK # | |
| AUM | $122.6 M (2025-07-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-306-7107 |
| Address | 429 Lenox Ave Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 79.0 |
| (b) Individuals (high net worth individuals) | 27 | 42.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 122.6 |
| By Discretionary | ||
| Discretionary | 416 | 102.7 |
| Non-Discretionary | 79 | 20.0 |
| Total | 495 | 122.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.6 | |
| Total | 495 | 122.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Syndicated Capital Inc
✚
|
CA | 0.1 |
|
Wheels UP Wealth Inc
✚
|
CA | 0.1 |
|
Forefront Asset Management LLC
✚
|
VA | 0.1 |
|
Copia Wealth Management LLC
✚
|
OR | 0.1 |
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
River Crescent Advisors LLC
✚
|
VA | 0.1 |
|
FOG City Advisors LLC
✚
|
CA | 0.1 |
|
Aqua Capital Advisors LLC
✚
|
CA | 0.1 |
|
Lifeplan Financial LLC
✚
|
MN | 0.1 |