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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconSignal
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
About Manna Wealth Management
Manna Wealth Management is an SEC-registered fiduciary advisor providing comprehensive financial planning and professionally managed portfolios for individual investors. The firm focuses on retirement and income planning, wealth and legacy planning, and portfolio construction using stocks, bonds, ETFs, and mutual funds, supported by independent research. It also offers cryptocurrency advisory, with client access available via a Schwab client portal and a coast-to-coast presence (FL, VA/DC, and CA).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID DERECK KASSIR
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2814059
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,137,215 | $237,621 |
| Non-Discretionary | $0 | -- |
| Total | $146,137,215 | $237,621 |
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Separately Managed Accounts
Total SMA Asset: $146,137,215
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,011,330,534 | 11.7% |
| Equity - Exchange | $3,189,580,916 | 36.9% |
| U.S. Government/Agency | $4,442,939,270 | 51.4% |
| Total | $8,643,850,720 | 100.0% |