Overview
Assets Under Management: $238 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118319), MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is headquartered in CAMPBELL, CA.
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC serves 83 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC manages $238 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 480
Discretionary Accounts: 480
Regulatory Filings
CRD Number: 118319
Last Filing Date: 2025-03-04 00:00:00
Website: https://minearao.com