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 provides discretionary and non-discretionary asset management and related financial planning to individual clients, including high-net-worth households, and to business entities. Financial planning services are included with portfolio management and the firm documents client goals, time horizons, and risk tolerances to tailor investment programs. The firm emphasizes long-term trading while implementing a mix of growth, value, income, active and passive strategies, and uses multiple analytical approaches such as charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory to construct and rebalance portfolios. Its disclosure materials note that certain client accounts may have indirect cryptocurrency exposure through ETFs and that margin may be used in appropriate situations, with related risks explained. Manna maintains six offices; its Form ADV records a recent principal office relocation and the addition of a satellite office, which is uncommon among similarly sized supported firms. The brochure also discloses a past FINRA Acceptance, Waiver & Consent involving the firm’s principal (a 30‑day principal suspension and a monetary penalty) and the firm serves a relatively large client base (over 600 relationships) with a small advisory team, resulting in a high client-to-advisor ratio.

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.