CRD: 311887
Manna Wealth Strategies, LLC
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- Custodian
- Altruist · Jefferson National Securities · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2021
- Office Locations
- 1
Office Locations
About Manna Wealth Strategies, LLC
Manna Wealth Strategies, LLC is a Bossier City-based RIA. The firm has been operating for 5 years. Managing $11.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Jefferson National Securities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $236.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WALTER LAKE GEORGE III
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2496428
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,816,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,816,512 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Manna Wealth Strategies, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.