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MANNA WEALTH MANAGEMENT

MIAMI BEACH, FL · CRD 332313 · IAPD ↗ · mannawealthmanagement.com · 305-306-7107

$146.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
6States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — MANNA WEALTH MANAGEMENT added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — MANNA WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
January 2025 — MANNA WEALTH MANAGEMENT reported RAUM up 68% ($74.2M -> $125.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
January 2025 — MANNA WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — MANNA WEALTH MANAGEMENT (MIAMI BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 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.