Mine & Arao Wealth Creation and Management, LLC

Overview

Mine & Arao Wealth Creation and Management, LLC is an independent, owner-operated RIA structured as an LLC. The firm is SEC‑registered (registered in 2018) and serves both individual/family and institutional clients. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model alongside hourly billing. The firm does not identify as a capital allocator and does not describe itself as an ESG investor or a multi‑state adviser. Filings list an affiliation with accounting professionals, suggesting coordination with accountants for client service or referrals.

Assets & Accounts

Public Holdings

Investments & Alternatives