Miner Wealth Management

Overview

Miner Wealth Management is an independent registered advisory firm organized as a limited liability company that serves individual and family clients. Their advisory menu centers on financial planning, portfolio management for individuals and small businesses, pension consulting-type work, and educational seminars. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. On the investment side the firm leans heavily on publicly available pooled vehicles—mutual funds and other public funds are the dominant allocation. Miner Wealth Management supplements those positions with allocations to third‑party alternative managers, specifically in real estate and private credit, to add income and diversification. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices