CRD: 332842
Manzanita Wealth Management LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2024
- Office Locations
- 1
Office Locations
About Manzanita Wealth Management LLC
Manzanita Wealth Management is a Sacramento-based, fee-only, independent California RIA offering holistic financial planning and optional investment management nationwide. The firm focuses on clients navigating California pension plan choices, stock-based compensation, and Millennials/Gen Z life transitions (including first-time home purchases). Portfolios emphasize low-cost, diversified allocations tailored to goals and risk tolerance, with flat-fee and short-term engagements; NAPFA and XY Planning Network member.
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Owner & Executives
Ryan Melnyk
Chief Compliance Officer, Owner
- CRD
- #7970540
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,061,152 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,061,152 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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