MANA FINANCIAL LIFE DESIGN, LLC

MANA FINANCIAL LIFE DESIGN, LLC is an SEC-registered investment adviser (CRD 298277). Regulatory assets under management: $106.1M.

Registration

• CRD: 298277
• SEC file number: 801-135930
• Type: Registered investment adviser
• Phone: 412-721-3443
• Latest filing: 2026-03-31
• Regulatory AUM: $106.1M
• Discretionary AUM: $106.1M
• Clients: 5
• Accounts: 470

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search