Manzanita Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 332842
- Website
- www.manzanitawealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.77%
- Individuals31.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Manzanita Wealth Management LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include both percentage-of-assets-under-management and fixed-fee engagements. Filings indicate a stated preference for equity-oriented investing and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities71%
- US Government Bonds25%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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