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 a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers fee models that include a percentage of assets under management, hourly billing, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. The firm is not identified as an active ESG investor and is noted in the snapshot as not being a multi-state adviser.
Assets & Accounts
Public Holdings
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
1 of 1
Matthew Miner
Founder and CEOCRD 6970006
Contacts
2 of 2
David Gikoshvili
Summer AssociateCRD 8262829
Joseph Bray
Associate Financial PlannerCRD 7730414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Falconer Group
RIATraverse City, MI
Optima Capital Management
RIABillings, MT
Infinity Financial Strategies, LLC
RIABest Financial Life
RIAOpen Door Investment Advisors, Inc.
RIAElevate Investment Management, LLC
RIAScottsdale, AZ