CRD: 332842
Manzanita Wealth Management LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
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 14 clients, or 14 clients per representative. That equates to $218.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 2, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Manzanita Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.