Manuka Financial
Firm details
- Headquarters
- ,
- CRD number
- 313528
- Registered since
- July 3, 2024
- Website
- manukafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI98.17%
- Individuals1.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Manuka Financial is an independent, individual-owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners. The firm operates on a fixed-fee model rather than asset-based or commission pay structures. Manuka Financial is SEC-registered as of 2024 and does not position itself as a capital allocator; its advisory scope centers on direct client planning and portfolio oversight rather than running external funds or pooled vehicles. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities15%
- US Government Bonds9%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Michael Powers
Founder & Financial PlannerCRD 5838517
Kirsten Ashbaugh, Cfp(r)
Financial PlannerCRD 7245833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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