MANNA WEALTH MANAGEMENT INC.
Legal name: MANNA WEALTH MANAGEMENT
CRD #332313 SEC #801-130884 MIAMI BEACH, FL 305-306-7107
SEC Registered Disclosures
Total AUM
$122.6M
Discretionary
$102.7M
Employees
2
Clients
51
Accounts
495
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 8, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KASSIR, DAVID, DERECK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 8, 2025 REGISTERED
Notice Filings (6)
DC FL MD TN TX VA
Address
429 LENOX AVESUITE 527
MIAMI BEACH, FL 33139
United States
Phone: 305-306-7107