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Manna Wealth Management Ranked No. 55 Among Florida’s Fastest-Growing Independent RIAs by Client Count
Manna Wealth Management was ranked No. 55 among Florida’s 100 fastest-growing independent RIAs by client count by AdvisorIQ, based on SEC Form ADV data through October 2, 2026.The ranking reflects 24.0% growth in the firm’s client count over the trailing...
David Kassir Quoted in Moneywise: Why High Earners Are Rethinking the Maxed-Out 401(k)
David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Moneywise in an article by Brian O’Connell about why a growing number of high earners are rethinking the habit of maxing out a 401(k),...
David Kassir Quoted in Moneywise: The Lost $30,000 CD and How Unclaimed Property Recovery Works
David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Moneywise in an article by Christy Bieber about a saver who discovered a long-lost CD with a $30,000 balance, only to learn her bank has no...
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