Manna Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Manna Wealth Management reports 614 clients. They include 582 individual clients and 32 high-net-worth individuals. Of its assets, 100.0% ($146M across 615 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 59% |
| High-net-worth individuals | 5% | 39% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 582 | $86.4M | 59.1% | $148K |
| High-net-worth individuals | 32 | $57.5M | 39.4% | $1.8M |
| Corporations and other businesses | Fewer than 5 | $2.21M | 1.5% | — |
| Total | 614 | $146M | 100% | — |
- Clients
- 582
- Regulatory AUM
- $86.4M
- AUM share
- 59.1%
- Avg. per client
- $148K
- Clients
- 32
- Regulatory AUM
- $57.5M
- AUM share
- 39.4%
- Avg. per client
- $1.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.21M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 614
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Manna Wealth Management charges up to 2.75% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Fee details and sources
David Kassir owns 75% or more of Manna Wealth Management. The leadership team of Manna Wealth Management includes Chief Compliance Officer David Kassir. It has 2 employees, 1 of them in advisory roles.
Leadership
David KassirManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Manna Wealth Management Inc.
David Kassir
Control person · since June 2024
Manna Wealth Management’s regulatory assets grew from $123M (July 2025) to $146M (March 2026); clients rose from 495 to 614 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $146M | 614 | 2 | 6 |
| July 2025 | $123M | 495 | 2 | 1 |
Besides its headquarters, Manna Wealth Management has 5 offices, with 6 listed addresses across 4 states.
Florida · 2 listed addresses
- 429 Lenox Ave, Suite 527, Miami BeachHQ
- 801 Brickell Avenue, Miami
Virginia · 2 listed addresses
- 1775 Tysons BLVD, McLean
- 1201 Wilson Boulevard, Arlington
California · 1 listed address
- 23465 Civic Center Way, Malibu
District of Columbia · 1 listed address
- 700 K St NW, Washington
Contact and registration details
- Legal name
- Manna Wealth Management Inc.
- Headquarters
- 429 Lenox Ave, Suite 527, Miami Beach, FL 33139
- Website
- mannawealthmanagement.com
- Phone
- 305-306-7107
- @manna-wealth-management
- SEC file
- 801-130884
- Structure
- Florida corporation
- Fiscal year end
- December
Manna Wealth Management uses Charles Schwab ($144M) as custodian for its separately managed accounts. Manna Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $144M100%
At year end, Manna Wealth Management’s separately managed accounts were mostly in funds (78%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds78%
- Bonds3%
How many clients does Manna Wealth Management have?
Manna Wealth Management has 614 clients and manages $146 million for them, as of March 2026. They include 582 individual clients and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Manna Wealth Management offer?
Manna Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Manna Wealth Management charge?
Manna Wealth Management charges up to 2.75% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: MANNA WEALTH MANAGEMENT FORM ADV PART 2A - OCTOBER 2026, filed 21 October 2026
Which custodians does Manna Wealth Management use?
Manna Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $144M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Manna Wealth Management have?
Manna Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Manna Wealth Management invest in?
At the end of its last fiscal year, Manna Wealth Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Manna Wealth Management have a minimum investment?
Yes, Manna Wealth Management’s minimum account size for its Asset management is $250K.
Source: MANNA WEALTH MANAGEMENT FORM ADV PART 2A - OCTOBER 2026, filed 21 October 2026
Who owns Manna Wealth Management?
Manna Wealth Management’s direct owner is David Kassir (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Manna Wealth Management get paid?
Manna Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Manna Wealth Management registered with the SEC?
Yes, Manna Wealth Management has been registered with the SEC as an investment adviser since 13 August 2024. Its CRD number is 332313 and its SEC file number is 801-130884.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Manna Wealth Management?
Manna Wealth Management’s main office is at 429 Lenox Ave, Suite 527, Miami Beach, FL 33139. Its phone number is 305-306-7107. Its website is mannawealthmanagement.com.