Manna Wealth Management
SEC RegisteredPlan with purpose. Invest with discipline. Live with confidence.
About the firm
Manna Wealth Management is a financial planning and advisory firm that believes in considering the many aspects of a client's financial life, encompassing decisions about spending, saving, investing, and giving back. The firm operates in the best interest of the client and focuses on the client's entire financial life, not just investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Manna Wealth Management offers a full range of investments including stocks, bonds, ETFs, and over 8,000 mutual funds; retirement and income planning; independent research; wealth and legacy planning; professional management of investments; and comprehensive financial planning covering debt payoff, college savings, charitable giving, and overall financial life planning.
Who they serve
Those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future, including individual investors seeking retirement planning, wealth management, and legacy planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 582 | $86M |
| High Net Worth Individuals | 32 | $58M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Manna Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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