Overview
Assets Under Management: $80 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 24
Average Client Assets: $3.1 million
Frequently Asked Questions
MINERVA WEALTH ADVISORY 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 #282723), MINERVA WEALTH ADVISORY is subject to fiduciary duty under federal law.
MINERVA WEALTH ADVISORY is headquartered in NEW YORK, NY.
MINERVA WEALTH ADVISORY serves 24 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MINERVA WEALTH ADVISORY offers financial planning and portfolio management for individuals. View all service details ↓
MINERVA WEALTH ADVISORY manages $80 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MINERVA WEALTH ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.25%
Average Client Assets: $3.1 million
Total Client Accounts: 97
Discretionary Accounts: 97
Regulatory Filings
CRD Number: 282723
Filing ID: 2084575
Last Filing Date: 2026-03-27 07:21:19