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MANNA WEALTH MANAGEMENT
MANNA WEALTH MANAGEMENT INC.
CRD 332313 · SEC 801-130884
429 LENOX AVE, SUITE 527, MIAMI BEACH, FL, 33139, United States
Phone
305-306-7107
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.1M
Discretionary AUM
$146.1M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 582 | $86.4M |
| High net worth individuals | 32 | $57.5M |
States served
DC, MD, TN, VA, TX, FL
All web addresses on file
- https://mannawealthmanagement.com
- https://www.linkedin.com/company/manna-wealth-management/
- https://www.instagram.com/david_kassir/
- https://x.com/DavidKassir
- https://www.linkedin.com/in/financialadvisory
- https://www.tiktok.com/@davidkassir
- https://www.threads/@david_kassir
- https://www.facebook.com/people/MANNA-Wealth-Management/61577062686490/
- https://www.youtube.com/channel/UCWDteWJ9xFaqLUxvgmhpzzg
Official SEC filing: View on IAPD