Manuka Financial, LLC
● SEC registered since 2024CRD 313528SEC# 801-130599
Reg. AUM
$218.1M
Employees
2
Accounts
253
Location
—
About Manuka Financial
Manuka Financial offers flat-fee retirement and financial planning intended to turn savings into a workable life plan. It offers thoughtful tax, financial, and investment planning addressing longevity, healthcare, and whether clients are saving and working enough.
Summary based on the firm’s website.
Manuka Financial, LLC assets under management
Manuka Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $218.1 million in regulatory assets under management and employs 2 people.
Manuka Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Todd Powers Control | Member And Cco | Over 75% | 2021 |
Frequently asked questions
How much does Manuka Financial, LLC manage?
Manuka Financial, LLC reports $218.1 million in regulatory assets under management on its Form ADV.
How many employees does Manuka Financial, LLC have?
Manuka Financial, LLC reports 2 employees.
Does Manuka Financial, LLC disclose fund performance?
Manuka Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 804-293-0397 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.1M▲ 16%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$218.1Mregulatory AUM
Discretionary $218.1M