$218.1M Total AUM
$218.1M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- GlacierInsight eagle
- Established Date
- 05-06-2021
- Office Locations
- 1
Office Locations
-- Richmond VA
About Manuka Financial
Manuka Financial is a Richmond, VA RIA focused on helping individuals and families plan for retirement through integrated tax, financial, and investment planning. The firm uses diversified, ETF-heavy portfolios and provides client-friendly account dashboards for tracking goals and progress. Pricing is a bracket-based flat fee rather than AUM, and the team intentionally limits new relationships (next opening noted for Feb 2026).
Team overview
-- AVG AGE
$109.0M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Foundation element Quantum
Client Personas
Glacier matrix Element atlas
Custodian
Vector bridge Matrix
Investment Themes
Timber Radial Frontier north
Investment Vehicles
Timber delta
Services
Vertex harbor Pioneer Focus bridge Harbor momentum Eagle Beacon vector Peak quantum Bridge element North Delta
Technology
Prime foundation Catalyst
Owner & Executives
MICHAEL TODD POWERS
Chief Compliance Officer, Financial Planner
- CRD
- #5838517
- Ownership
- 75% or more
(237) 328-3796
ember.prime@signalcapital.com
in linkedin.com/in/unison-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
Kirsten Natalie Ashbaugh
--
- CRD
- #7245833
(218) 260-7985
harbor.fusion@bridgecapital.com
in linkedin.com/in/oak-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,099,195 | $862,052 |
| Non-Discretionary | $0 | -- |
| Total | $218,099,195 | $862,052 |
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Separately Managed Accounts
Total SMA Asset: $218,099,195
Public Funds:
19.8% Equity - Exchange:
10.4% U.S. Government/Agency:
15.3% Cash:
3.5% Corporate - Investment Grade:
14.4% Derivatives:
3.5% Other:
14.6% Private Funds:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,514,706,435 | 19.8% |
| Equity - Exchange | $795,603,380 | 10.4% |
| U.S. Government/Agency | $1,170,454,973 | 15.3% |
| Cash | $267,751,138 | 3.5% |
| Corporate - Investment Grade | $1,101,604,680 | 14.4% |
| Derivatives | $267,751,138 | 3.5% |
| Other | $1,116,904,745 | 14.6% |
| Private Funds | $1,415,256,011 | 18.5% |
| Total | $7,650,032,500 | 100.0% |