David Kassir
Manna Wealth Management · Miami Beach, Florida
David Kassir is a fee-only financial advisor at Manna Wealth Management in Miami Beach, Florida. David focuses on retirement planning. Manna Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Manna Wealth Management |
|---|---|
| Based in | Miami Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $146.1M across 615 accounts |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 2814059 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | mannawealthmanagement.com |
| Profile |
How David's firm compares
- Manna Wealth Management's average account is about $238,000, from its Form ADV (assets managed divided by 615 accounts).
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Questions about David
Is David Kassir a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Manna Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Manna Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
How much does David charge?
According to Manna Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does David work with clients virtually?
Yes. Manna Wealth Management says on its website that it works with clients remotely.
Where is David Kassir based?
David Kassir is based in Miami Beach, Florida.
What does David specialize in?
David's specialties include retirement planning. David works with executives.
Is David Kassir registered with the SEC?
Yes. David Kassir is registered as an investment adviser representative in FL, TX and VA (CRD 2814059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Manna Wealth Management manage?
Manna Wealth Management reports $146.1M across 615 accounts in assets under management.
How do I contact David Kassir?
Through David's website, mannawealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Manna Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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