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Manna Wealth Management Inc.

● SEC registered since 2024CRD 332313SEC# 801-130884Miami Beach, FL
Export (members)
Reg. AUM
$122.6M
Employees
2
Accounts
495
Location
Miami Beach, FL

Manna Wealth Management Inc. assets under management

Manna Wealth Management Inc. is an investment advisory firm registered with the SEC based in Miami Beach, FL. The firm has been registered since 2024. It reports $122.6 million in regulatory assets under management and employs 2 people.
mannawealthmanagement.comView on SEC.gov ↗

Manna Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Dereck Kassir ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Manna Wealth Management Inc. manage?

Manna Wealth Management Inc. reports $122.6 million in regulatory assets under management on its Form ADV.

How many employees does Manna Wealth Management Inc. have?

Manna Wealth Management Inc. reports 2 employees.

Where is Manna Wealth Management Inc. located?

Manna Wealth Management Inc. is based in Miami Beach, FL and has been SEC-registered since 2024.

Does Manna Wealth Management Inc. disclose fund performance?

Manna Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address429 Lenox Ave, Suite 527, Miami Beach, FL 33139
Phone305-306-7107
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$102.7M
Non-discretionary$20M
Total (RAUM)$122.6M