MANNA WEALTH MANAGEMENT

Overview

Manna Wealth Management is an independent, fee-based registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm operates under an owner-operator model and charges clients a percentage of assets under management. Its investment approach is centered on publicly managed vehicles for core exposures, supplemented by targeted allocations to alternative strategies where the firm sees diversification or return-enhancing potential. Manna does not characterize itself as an active ESG investor. Portfolio construction emphasizes account-level discretion: the firm holds the entirety of its reported AUM as discretionary. Core allocations rely heavily on mutual funds and comparable pooled vehicles, while supplemental positions include third-party real estate and digital currency exposures handled through external managers or specialist products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices