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 registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2024) and focuses on serving individuals, families and small-business clients. Its core service offering centers on financial planning and discretionary portfolio management for those client types, and it bills on a fixed-fee basis. The firm reports that it does not actively pursue ESG investing and is not structured as a capital allocator.
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
FINTRXETF holdings
1 of 40Active vs passive
$165M in ETFs
95%
$157M
0%
$7.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $46.3M | 123,715 | 28.10% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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