RIA Intel›Advisers›California›MANZANITA WEALTH MANAGEMENT LLC

MANZANITA WEALTH MANAGEMENT LLC

Advisory

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#5,063

of 5,480 advisers by AUM

Average account

$383K

across 8 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

FINTENT INVEST, INC.

MONROVIA, CA

$3M

HERRIOT FINANCIAL, LLC

$3M

SELEZIONI BY PAOLO BERNARDI INC

$3M

EDGEBROOK INVESTMENTS, LLC

CERES, CA

$3M

JACOBY AGENCY INSURANCE SERVICES, INC.

ENCINO, CA

$3M

WEALTH-SOURCE FINANCIAL

$3M

Get the full picture on MANZANITA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MANZANITA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans