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MANNA TREE PARTNERS, LLC

DENVER, CO · CRD 299654 · IAPD ↗ · 970-837-3027

$816.2MRegulatory AUM
10Advisory reps
20Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MANNA TREE PARTNERS, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
August 2025 — MANNA TREE PARTNERS, LLC moved its main office from VAIL, CO to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
August 2025 — MANNA TREE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — MANNA TREE PARTNERS, LLC reported RAUM up 31% ($563.0M -> $736.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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