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MANA ADVISORS LLC

NEW YORK, NY · CRD 284792 · IAPD ↗ · 332-201-7620

$509.0MRegulatory AUM
2Advisory reps
4Employees
2Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — MANA ADVISORS LLC crossed $500M in regulatory AUM ($436.0M -> $509.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — MANA ADVISORS LLC reported RAUM up 302% ($108.4M -> $436.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — MANA ADVISORS LLC reported RAUM up 54% ($70.4M -> $108.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.