Data / Investment advisers / Florida / Manna Wealth Management
Manna Wealth Management, Miami Beach, FL: $146 million AUM, SEC registered investment adviser
Manna Wealth Management is an SEC registered investment adviser with its main office in Miami Beach, Florida and reports $146 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 332313
- SEC file number
- 801-130884
- SEC status
- Approved, effective August 13, 2024
- Legal name
- Manna Wealth Management Inc.
- Main office
- 429 Lenox Ave Suite 527, Miami Beach, FL 33139
- Phone
- (305) 306-7107
- Regulatory AUM
- $146,137,215 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $146,137,215
- Accounts
- 615
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 582 | $86.4 million |
| High net worth individuals | 32 | $57.5 million |
| Corporations or other businesses | Fewer than 5 | $2.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $146.1 million | March 25, 2026 |
| December 1, 2025 | $122.6 million | October 8, 2025 |
Other advisers in Miami Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GLD Advisors, LLC | Miami Beach | $257.3 million | 1 | adviserinfo.sec.gov |
| Osprey Capital Management Corp. | Miami Beach | $197.2 million | Not listed | adviserinfo.sec.gov |
| Buckley Capital Advisors, LLC | Miami Beach | $193.8 million | 1 | adviserinfo.sec.gov |
| Murphy Clarke Williams & Stone LLC | Miami Beach | $181.2 million | Not listed | adviserinfo.sec.gov |
| Pc3 Partners, LLC | Miami Beach | $156 million | 1 | adviserinfo.sec.gov |
| Pennantpark Private Income Fund Advisers LLC | Miami Beach | $138.8 million | Not listed | adviserinfo.sec.gov |
| Glassbead Capital Management LLC | Miami Beach | $138 million | 2 | adviserinfo.sec.gov |
| The Venture Collective LLC | Miami Beach | Not listed | 35 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami Beach, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Manna Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.