Manzanita Wealth Management LLC

Overview

Manzanita Wealth Management LLC is a small, independent registered investment advisor that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, with pension consulting included among its services. The firm charges clients on a percentage-of-assets basis and may also use fixed-fee arrangements, reflecting a hybrid fee structure that supports both ongoing asset management relationships and project-based planning engagements. Investment activity is concentrated in liquid, exchange-listed instruments. The adviser shows a clear preference for equities and exchange-traded products as the primary building blocks of client portfolios. The firm is not identified as an ESG-focused investor and operates without a multi-state adviser registration flag. Ownership is individual, and the firm describes itself as an independent RIA rather than a capital allocator or affiliated adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices