Manna Wealth Management Inc.
● SEC registered since 2024CRD 332313SEC# 801-130884Miami Beach, FL
Reg. AUM
$146.1M
Employees
2
Accounts
615
Location
Miami Beach, FL
Manna Wealth Management Inc. assets under management
Manna Wealth Management Inc. is an investment advisory firm registered with the SEC based in Miami Beach, FL. The firm has been registered since 2024. It reports $146.1 million in regulatory assets under management and employs 2 people.
Manna Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dereck Kassir Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Manna Wealth Management Inc. manage?
Manna Wealth Management Inc. reports $146.1 million in regulatory assets under management on its Form ADV.
How many employees does Manna Wealth Management Inc. have?
Manna Wealth Management Inc. reports 2 employees.
Where is Manna Wealth Management Inc. located?
Manna Wealth Management Inc. is based in Miami Beach, FL and has been SEC-registered since 2024.
Does Manna Wealth Management Inc. disclose fund performance?
Manna Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 429 Lenox Ave, Suite 527, Miami Beach, FL 33139 |
| Phone | 305-306-7107 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$146.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.1Mregulatory AUM
Discretionary $146.1M