Privacy Policy

Our Commitment to Your Privacy

Manna Wealth Management (“Manna,” “we,” “our,” or “us”) is deeply committed to protecting the confidentiality, integrity, and security of our clients’ nonpublic personal information. We recognize that you have entrusted us with sensitive financial and personal details, and we take that responsibility seriously. This Privacy Notice describes how we collect, use, share, and safeguard your information in accordance with applicable federal privacy laws and regulations, including the privacy provisions of the Gramm-Leach-Bliley Act and the SEC’s Regulation S-P.

Information We Collect

We collect nonpublic personal information about you from the following sources: information you provide directly to us, including account applications, financial statements, tax information, investment objectives, and other personal details you share in the course of establishing or maintaining your account; information about your transactions with us or with others, including account balances, transaction history, and investment activity; and information we receive from third parties, such as custodians, fund administrators, broker-dealers, or other service providers acting on your behalf or in connection with your account.

Information We Share

We do not sell your nonpublic personal information to anyone, under any circumstances. We may share your information only as permitted or required by applicable law, including with service providers that assist us in servicing your account, such as custodians, fund administrators, compliance consultants, legal counsel, and technology providers; with regulatory authorities, self-regulatory organizations, or law enforcement agencies, as required by law or legal process; and with your duly authorized representatives, as directed by you. We require all third parties with whom we share your information to maintain its confidentiality and to use it solely for the authorized purposes for which it was disclosed.

How We Protect Your Information

We maintain comprehensive physical, electronic, and procedural safeguards designed to protect your nonpublic personal information from unauthorized access, use, alteration, or destruction. These safeguards include restricting access to client information to authorized personnel who have a legitimate business need to know; maintaining secure office environments and recordkeeping systems with appropriate access controls; employing password protection, data encryption, multi-factor authentication, and network security controls; and requiring all employees and contractors to adhere to confidentiality obligations and to complete regular privacy and security training. We al

Cybersecurity and Incident Response

In accordance with applicable federal regulations, Manna maintains a written cybersecurity program designed to detect, respond to, and recover from unauthorized access to or use of your nonpublic personal information. In the event we determine that a security incident has occurred that involves your sensitive personal information, we will provide you with timely notification as required by applicable law. Such notification will include relevant details about the nature of the incident, the categories of information involved, and steps you may take to protect yourself from potential harm.

Your Rights

We may disclose nonpublic personal information to nonaffiliated third parties only as permitted or required by law. This includes disclosures to service providers that perform functions on our behalf, to process or service transactions you request or authorize, or to comply with legal and regulatory obligations. Where required, we provide the applicable privacy notice and enter into contractual arrangements that require service providers to maintain confidentiality and limit their use of the information to authorized purposes. These disclosures fall within applicable exceptions to Regulation S-P’s opt-out requirements. We do not otherwise disclose your nonpublic personal information to nonaffiliated third parties unless we first provide any notice and opportunity to opt out required by law. If our practices change, we will provide appropriate notice and instructions before the change, as required.

SMS/Text Messaging

Manna Wealth Management may collect your mobile phone number when you submit a contact form on our website or otherwise provide it to us. By providing your number and consenting to be contacted by text, you agree to receive informational text messages from us, including follow-ups to your inquiries and appointment reminders. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP to any message, and you can get help by replying HELP. We do not sell or share your mobile phone number or text-messaging consent with third parties for their marketing purposes.

Former Clients

We extend the same privacy protections to former clients as we do to current clients. Your nonpublic personal information remains protected under this Privacy Notice regardless of whether your account with us remains active.

Questions

If you have any questions about this Privacy Notice or our privacy practices, please contact us:

David Kassir
dkassir@mannawealthmanagement.com
305-306-7107