Fee-only adviser · Miami Beach, FL
Manna Wealth Management
Manna Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Miami Beach, Florida. On its latest Form ADV, filed October 23, 2026, it reports $146M in regulatory assets under management, 614 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 332313 · SEC file 801-130884 |
| Office | 429 Lenox Ave Suite 527 Miami Beach, FL 33139 |
| Phone | (305) 306-7107 |
| Website | mannawealthmanagement.com |
| Regulatory assets under management | $146M |
| Individual clients | 582 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Miami Beach
- Rose Capital Advisors, LLC $608M
- Vesta Wealth Management, LLC $333M
- Dhody Investment Group $341M
- Expat Financial Solutions $12M
- Thomas J. Herzfeld Advisors, Inc. $1.3B
- Fierce Financial Group LLC $40M
See all 9 fee-only advisers in Miami Beach →
Nearby
- Miami 107 firms
- Key Biscayne 1 firm
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- Miami Shores 1 firm
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- Coral Gables 39 firms
- North Miami 2 firms
- South Miami 2 firms
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