M
CRD: 311887
Manna Wealth Strategies, LLC
$11.8M Total AUM
$11.8M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Jefferson National Securities · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2021
- Office Locations
- 1
Office Locations
-- Bossier City LA
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.
Team overview
-- AVG AGE
$11.8M AVG AUM / ADVISOR
$236.3K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WALTER LAKE GEORGE III
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2496428
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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