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Mana Financial Life Design

Mana Financial Life Design. CRD 298277

Mana Financial Life Design logo

CRD: 298277

Mana Financial Life Design

Glendale, CA
4127213443
www.manafld.com
$106.1M Total AUM
$106.1M Disc. AUM
-- 3Y CAGR
5 Employees
133 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Alpha catalyst
Established Date
08-21-2018
Office Locations
2

Office Locations

-- Glendale CA
-- St. Louis MO

About Mana Financial Life Design

Mana Financial Life Design is a fee-only, fiduciary financial planning firm serving clients in the Los Angeles area. The team delivers values-based “financial life design” through one-on-one planning, ongoing advice, and portfolio management, with support around life transitions. Client focus includes entrepreneurs and business owners. Investment implementation appears ETF-centric and is custodied at Charles Schwab.

Team overview

38 AVG AGE
$35.4M AVG AUM / ADVISOR
$797.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age

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Accredited Investors

Element Delta

Asset Classes

Legacy timber Bridge Wave Fusion alpha Crest ridge Momentum timber Insight Wave

Client Personas

Insight meridian Wave summit

Custodian

Ember Value vital Vital vertex

Investment Themes

Signal Insight Unison Prime wave

Investment Vehicles

Timber Ridge vertex

Platform

Catalyst Horizon

Services

Ember peak Element Timber meridian Ridge frontier Harbor unison Pioneer ember Atlas vertex Delta bridge Ember glacier Radial quantum

Technology

Foundation vector

Owner & Executives

STEPHANIE CHARLENE BUCKO

STEPHANIE CHARLENE BUCKO

Chief Compliance Officer, Chief Investment Officer

CRD
#5204309
Ownership
Less than 5%
(498) 947-6678
capital.summit@oakcapital.com
in linkedin.com/in/fusion-pathway
MARIA CRISTINA PALANCA LIVADARY

MARIA CRISTINA PALANCA LIVADARY

Chief Executive Officer, Financial Advisor

CRD
#5179231
Ownership
Less than 5%
(568) 393-7645
summit.value@embercapital.com
in linkedin.com/in/catalyst-timber

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Contacts

J

Janet Lynn Gerlings

Investment Advisor

CRD
#6721739
(586) 572-6161
value.vital@vitalcapital.com
in linkedin.com/in/prime-atlas
E

ERICA NICOLE JAMES

--

CRD
#7332492
(847) 805-4585
matrix.unison@signalcapital.com
in linkedin.com/in/oak-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2026
Category Assets AVG. Account size
Discretionary $106,079,775 $225,702
Non-Discretionary $0 --
Total $106,079,775 $225,702

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Separately Managed Accounts

Total SMA Asset: $106,079,775

$106.1M Total SMA
Equity - Exchange:
23.4%
Public Funds:
9.2%
Municipal Bonds:
21.5%
Cash:
21.1%
Corporate - Investment Grade:
11.0%
Private Funds:
13.8%
Asset class Assets Assets %
Equity - Exchange $984,335,950 23.4%
Public Funds $387,003,878 9.2%
Municipal Bonds $904,411,236 21.5%
Cash $887,584,981 21.1%
Corporate - Investment Grade $462,722,028 11.0%
Private Funds $580,505,816 13.8%
Total $4,206,563,889 100.0%

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