Manna Wealth Strategies, LLC

Overview

Manna Wealth Strategies, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients through a percentage-of-AUM fee model. The firm’s advisory activities center on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its filings show a clear equity bias: exchange-traded equities represent the largest single asset type on the books and the firm lists equities as its stated preference. The firm operates as a capital allocator for a relatively small client base and does not position itself as an active ESG investor. Its business mix and custodial relationships point to a focus on liquid, easy-to-trade exposures (ETFs and listed equities) alongside packaged solutions such as mutual funds and annuities. The presence of an insurance company affiliation in the filings indicates access to insurance-based products as part of financial planning and retirement-income solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices