DBA: MANNA WEALTH MANAGEMENT
| Total AUM | $146.1M |
| Discretionary | $146.1M100% of AUM |
| Client Accounts | 615 |
| Avg Account Size | $238K |
| Employees | 2 |
| Peak AUM | $146.1MMar 2026 |
Total AUM
$146M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +19.2% | — | — | |
| Discretionary AUM | $146M | ||||
| Total AUM | $146.1M |
| Discretionary | $146.1M |
| Employees | 2 |
| Client Accounts | 615 |
| Client Range | 51-100 |
Address
429 LENOX AVE
MIAMI BEACH FL 33139
Phone
305-306-7107
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 16.3pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 615 | +24.2% | — | — |
| Avg Account Size | $237,621.488 | 4.1% | — | — |
| Employees | 2 | 0.0% | +51.6% | — |
| AUM / Employee | $73M | +19.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $144M | +18.6% | — | — | |
| Institutional AUM | $2M | +69.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 582 | +24.4% | — | — | |
| Individuals | 32 | +18.5% | — | — | |