Manuka Financial

RIASEC RegisteredEst. 2024
Total AUM
$218M
Discretionary
$218M
100% of AUM
Avg account
$862K
Accounts
253
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
313528
Registered since
July 3, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI98.17%
  • Individuals1.83%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Manuka Financial is an independent, individual-owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners. The firm operates on a fixed-fee model rather than asset-based or commission pay structures. Manuka Financial is SEC-registered as of 2024 and does not position itself as a capital allocator; its advisory scope centers on direct client planning and portfolio oversight rather than running external funds or pooled vehicles. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 15%, US Government Bonds 9%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%, Other 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities15%
  • US Government Bonds9%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • Michael Powers

    Michael Powers

    Founder & Financial PlannerCRD 5838517

  • Kirsten Ashbaugh, Cfp(r)

    Kirsten Ashbaugh, Cfp(r)

    Financial PlannerCRD 7245833

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth