AUMdb

Manifesthq Advisors Llc

SEC-registered Investment Adviser CRD 307739 · SEC file 801-118459 · Chicago, IL · www.manifestledger.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
Discretionary
Clients
7
Avg AUM / client
Accounts
Employees
12

Who they serve

Client typeClientsAUM% of AUM
Corporations and other businesses 7 $0

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Tripathi, Anuraag, M. Ceo Apr 2018 (8y) 50% – 75%
Lakshmanan, Meenakshi Chitra Cto May 2019 (7y) 25% – 50%
Yeh, Rick, Fang Chi Cco Sep 2019 (7y) Less than 5%
Jake C Henry Hoodack Registered representative Jan 2025 (2y)
John Gerard Ruane Registered representative Apr 2026 (0y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.08 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees

Services

  • Financial planning services
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗