SourcingSourcing

MANNA WEALTH MANAGEMENT INC.

B58
CRD 332313·SEC 801-130884·MIAMI BEACH, FL
AUM
$146.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$438K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANNA WEALTH MANAGEMENT INC.
CRD
332313
SEC file #
801-130884
EIN
—
DBA names
Manna Wealth Management

Economics

AUM
$146.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.6M → $146.1M▲ +19%
Client mix
Individuals Other582
Individuals High Net Worth32

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
mannawealthmanagement.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KASSIR, DAVID, DERECK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KASSIR, DAVID, DERECK
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MANNAWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2018-02-07T19:39:11Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
HOSTINGER operations, UAB

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-07T19:39:11Z
Rdap Domain Last Changed
2026-01-11T19:42:10Z
Rdap Nameservers
Ns1.dns-parking.comNs2.dns-parking.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2814059
Trust Company Affiliate
No

People (1)

1
KASSIR, DAVID, DERECK
IAR · Direct Owner · 87.5%
2814059