{"url":"https://nivawealth.com/firms/manna-wealth-management-332313","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332313","regulatoryAum":146137215,"crd":"332313","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2814059","suffix":null,"lastName":"KASSIR","firstName":"DAVID","middleName":"DERECK"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-11","regulatoryAum":122638603,"clients":495,"employees":2,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":146137215,"clients":614,"employees":2,"offices":6}],"secFileNumber":"801-130884","legalName":"Manna Wealth Management Inc.","displayName":"Manna Wealth Management","slug":"manna-wealth-management-332313","website":"https://mannawealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/manna-wealth-management/","founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"429 Lenox Ave, Suite 527","city":"Miami Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33139"},"tradeNames":[],"registration":{"secApproved":"13 August 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":234413.667752443,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":146137215,"discretionary":146137215,"discretionaryAccounts":615,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":582,"regulatoryAum":86417328},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":57512664},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":2207223}],"feePrograms":[{"role":"main","program":"Asset management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061744","versionId":1061744,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-10-21","documentName":"MANNA WEALTH MANAGEMENT FORM ADV PART 2A - OCTOBER 2026","fee_rate_low":null,"fee_rate_high":2.75,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:48:48.143285+00:00","documents":[{"name":"MANNA WEALTH MANAGEMENT FORM ADV PART 2A - OCTOBER 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061744","versionId":1061744,"submittedOn":"2026-10-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":143713616}],"custodyNote":"Manna Wealth Management does not have custody of client assets.","leadership":[{"name":"David Kassir","title":"Managing Member and Chief Compliance Officer","crd":"2814059"}],"ownership":[{"label":"David Kassir","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since June 2024."}],"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":6,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"23465 Civic Center Way","city":"Malibu"}]},{"state":"District of Columbia","offices":1,"addresses":[{"street":"700 K St NW","city":"Washington"}]},{"state":"Florida","offices":2,"addresses":[{"street":"429 Lenox Ave, Suite 527","city":"Miami Beach","headquarters":true},{"street":"801 Brickell Avenue","city":"Miami"}]},{"state":"Virginia","offices":2,"addresses":[{"street":"1775 Tysons BLVD","city":"McLean"},{"street":"1201 Wilson Boulevard","city":"Arlington"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-306-7107","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":19},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":78}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332313/PDF/332313.pdf","brochureDate":"21 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061744","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Manna Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Manna Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Manna Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Manna Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Manna Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Manna Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Manna Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Manna Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Manna Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Manna Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Manna Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}