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MANA FINANCIAL LIFE DESIGN

· CRD 298277 · IAPD ↗ · 412-721-3443

$106.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — MANA FINANCIAL LIFE DESIGN (location n/a) is newly SEC-registered with $106.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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