A complete list of active advisors currently associated with Manna Wealth Management

Warmer can help you find a great advisor at Manna Wealth Management or one who fits your needs even better.

Manna Wealth Management is an independent, fee‑based advisory firm that provides discretionary and non‑discretionary portfolio management and integrated financial planning to individuals, high‑net‑worth clients, and corporate or business entities. Like most independent firms, it primarily charges a percentage‑of‑assets fee and operates with a single lead advisor. The firm uses a blend of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and implements both active and passive long‑term strategies across growth, value and income orientations. It may use margin in appropriate situations, offers indirect cryptocurrency exposure via ETFs, and generally custodians accounts at a single major custodian while managing client accounts separately rather than aggregating trades. Distinctive aspects include an unusually high client load for a single‑advisor practice (over 600 client relationships) and an explicit focus that includes corporate/business clients, both of which are relatively rare among peers. The brochure also discloses a prior FINRA Acceptance, Waiver & Consent involving the firm’s principal that resulted in a 30‑day suspension in a principal capacity and monetary penalties; the firm states it now operates as a fiduciary and includes financial planning with portfolio management at no additional charge.

To learn more about the advisors currently working at Manna Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.