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MANUKA FINANCIAL

MANUKA FINANCIAL, LLC

CRD 313528 · SEC 801-130599

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$218.1M

Discretionary AUM

$218.1M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals6$4.0M
High net worth individuals50$214.1M

States served

CA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD