Miner Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 315421
- Website
- www.minerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.14%
- Individuals28.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Miner Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee model includes percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service focus is advisory and planning for private clients rather than operating as a capital allocator or multi-manager platform. The firm does not identify as an active ESG investor in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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