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MINERVA WEALTH ADVISORY
MINERVA WEALTH ADVISORY LLC
CRD 282723 · SEC 801-118636
135 MADISON AVENUE, FLOOR 5, NEW YORK, NY, 10016, United States
Phone
646-934-6874
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$79.5M
Discretionary AUM
$79.5M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.0M |
| High net worth individuals | 24 | $74.9M |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD