DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
M•••• W••••• M•••••••••
Legal name M•••• W••••• M••••••••• I•••
Latest filing Mar 25, 2026
First filing on the tape Jul 8, 2024 · 13 filings
SEC status approved since Aug 13, 2024
RAUM
$146M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$144M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$146M as of Mar 25, 2026
Mar 28, 2025$123M then
HNW client RAUM$57.5M as of Mar 25, 2026
Mar 28, 2025$42.3M then
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Mar 28, 20251 then
Employees (5.A)2 as of Mar 25, 2026
Mar 28, 20252 then
Private funds: no history
RAUM +19% over the last fiscal yearIARs 1 to 1offices 0 to 5
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 614derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $237,621derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.2derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +24%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$86.4M59%
- High-net-worth individuals$57.5M39%
- Corporations and businesses$2.2M1.5%
- Individual clients
- 582reported
- HNW clients
- 32reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 615reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• D••••• K••••• | Miami Beach, Fl | Aug 27, 2024 | 29 y | 7 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- D•••• D••••• K••••• from B• R•••• W••••• A•••••••• I•••Aug 27, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••• D••••• D••••• · Managing Member And Chief Compliance Officercontrolsince 06/2024 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 25, 2026discretionary share of RAUM moved from 84.0% to 100.0% between the annual amendments of 2025-03-28 and 2026-03-25peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 495 to 615Oct 8, 2025 to Mar 25, 2026
- HNW clients · 27 to 32Oct 8, 2025 to Mar 25, 2026
- Individual clients · 468 to 582Oct 8, 2025 to Mar 25, 2026
- Discretionary RAUM · $103M to $146MOct 8, 2025 to Mar 25, 2026
- HNW RAUM · $42.3M to $57.5MOct 8, 2025 to Mar 25, 2026
- Individual RAUM · $79.0M to $86.4MOct 8, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $20.0M to $0Oct 8, 2025 to Mar 25, 2026
- RAUM · $123M to $146MOct 8, 2025 to Mar 25, 2026
- Other offices · 0 to 5Jul 11, 2025 to Oct 8, 2025
- Financial planning clients · 51-100 to 51-100Mar 28, 2025 to Jul 11, 2025
- Discretionary RAUM · $107M to $103MDec 13, 2024 to Mar 28, 2025
- HNW RAUM · $44.9M to $42.3MDec 13, 2024 to Mar 28, 2025
- Individual RAUM · $78.0M to $79.0MDec 13, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $18.3M to $20.0MDec 13, 2024 to Mar 28, 2025
- RAUM · $125M to $123MDec 13, 2024 to Mar 28, 2025
- Employees · 1 to 2Dec 13, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 51-100Dec 13, 2024 to Mar 28, 2025
- Accounts · 201 to 495Sep 20, 2024 to Dec 3, 2024
- HNW clients · 185 to 27Sep 20, 2024 to Dec 3, 2024
- Individual clients · 16 to 468Sep 20, 2024 to Dec 3, 2024
- Legal name · M•••• W••••• M••••••••• to M•••• W••••• M••••••••• I•••Sep 20, 2024 to Dec 3, 2024
- Discretionary RAUM · $66.8M to $107MSep 20, 2024 to Dec 3, 2024
- HNW RAUM · $47.2M to $44.9MSep 20, 2024 to Dec 3, 2024
- Individual RAUM · $27.0M to $78.0MSep 20, 2024 to Dec 3, 2024
- Non-discretionary RAUM · $7.4M to $18.3MSep 20, 2024 to Dec 3, 2024
- RAUM · $74.2M to $125MSep 20, 2024 to Dec 3, 2024
- Accounts · 0 to 201Aug 28, 2024 to Sep 20, 2024
- Advisory activities · 3 to 2Aug 28, 2024 to Sep 20, 2024
- HNW clients · unset to 185.0Aug 28, 2024 to Sep 20, 2024
- Individual clients · unset to 16.0Aug 28, 2024 to Sep 20, 2024
- Discretionary RAUM · $0 to $66.8MAug 28, 2024 to Sep 20, 2024
- HNW RAUM · unset to 47171893.0Aug 28, 2024 to Sep 20, 2024
- Individual RAUM · unset to 27044851.0Aug 28, 2024 to Sep 20, 2024
- Non-discretionary RAUM · $0 to $7.4MAug 28, 2024 to Sep 20, 2024
- RAUM · $0 to $74.2MAug 28, 2024 to Sep 20, 2024
- Business name · M•••• W••••• A••••••• to M•••• W••••• M•••••••••Jul 8, 2024 to Jul 11, 2024
- Financial planning clients · unset to 0Jul 8, 2024 to Jul 11, 2024
- Legal name · M•••• W••••• A••••••• to M•••• W••••• M•••••••••Jul 8, 2024 to Jul 11, 2024
Signals
2 dated events
- M•••• W••••• M••••••••• reported 5 offices beyond its principal office, up from 0 (2025-07-11 to 2025-10-08)Oct 8, 2025 · Office count change · derived
- M•••• W••••• A••••••• filed its initial SEC registration (Form ADV)Jul 8, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/manna-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- threads/@david_kassirreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-306-7107reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026