← Tributary

MANUKA FINANCIAL

· CRD 313528 · IAPD ↗ · manukafinancial.com · 804-293-0397

$218.1MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2025 — MANUKA FINANCIAL reported RAUM up 72% ($109.2M -> $187.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — MANUKA FINANCIAL (location n/a) is newly SEC-registered with $109.2M RAUM and 1 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.