{
  "crd_number": 332313,
  "slug": "manna-wealth-management-miami-beach-fl-332313",
  "primary_business_name": "MANNA WEALTH MANAGEMENT",
  "legal_name": "MANNA WEALTH MANAGEMENT INC.",
  "dbas": [],
  "city": "Miami Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-13",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 146137215.0,
  "raum_discretionary": 146137215.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 86417328.0,
      "count": 582
    },
    "high_net_worth_individuals": {
      "raum": 57512664.0,
      "count": 32
    },
    "corporations_other_businesses": {
      "raum": 2207223.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "DC",
    "FL",
    "MD",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/people/MANNA-Wealth-Management/61577062686490",
    "https://instagram.com/david_kassir",
    "https://linkedin.com/company/manna-wealth-management",
    "https://linkedin.com/in/financialadvisory",
    "https://mannawealthmanagement.com",
    "https://threads/@david_kassir",
    "https://tiktok.com/@davidkassir",
    "https://x.com/DavidKassir",
    "https://youtube.com/channel/UCWDteWJ9xFaqLUxvgmhpzzg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332313",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MIAMI BEACH",
  "url": "https://advisorcensus.com/firm/manna-wealth-management-miami-beach-fl-332313",
  "display_name": "Manna Wealth Management",
  "summary": "Manna Wealth Management is an SEC-registered investment advisory firm in Miami Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Manna Wealth Management (CRD 332313): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Manna Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Manna Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Manna Wealth Management located?",
      "a": "Manna Wealth Management's principal office is in Miami Beach, FL, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Manna Wealth Management registered with the SEC or a state?",
      "a": "Manna Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332313."
    },
    {
      "q": "How much does Manna Wealth Management manage?",
      "a": "Manna Wealth Management reports $146,137,215 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Manna Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Manna Wealth Management: Regulatory assets under management: $74,216,744 in the October 2024 data and $146,137,215 in the October 2026 data, up 97%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Manna Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (582); high net worth individuals (32)."
    },
    {
      "q": "Which custodians does Manna Wealth Management use?",
      "a": "Manna Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Manna Wealth Management report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332313"
    },
    {
      "q": "Does Manna Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Manna requires a minimum of $250,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived.\""
    },
    {
      "q": "What changed in Manna Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $122,638,603 to $146,137,215 (+19%). Changed its office addresses in Miami, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 74216744.0,
      "total_employees": 1,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 122638603.0,
      "total_employees": 2,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 146137215.0,
      "total_employees": 2,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $122,638,603 to $146,137,215 (+19%).",
        "Changed its office addresses in Miami, FL."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Arlington, VA.",
        "Added an office in Malibu, CA.",
        "Added an office in McLean, VA.",
        "Added an office in Miami, FL.",
        "Added an office in Washington, DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Manna requires a minimum of $250,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Manna requires a minimum of $250,000 to open and maintain an account. In certain instances, the minimum account size may be lowered or waived."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/manna-wealth-management-miami-beach-fl-332313.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 582,
      "fewer_than_5": false,
      "raum": 86417328.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 57512664.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2207223.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332313",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}