MINERVA WEALTH ADVISORY
MINERVA WEALTH ADVISORY LLC Legal Name
Adviser information for MINERVA WEALTH ADVISORY last updated from Form ADV on March 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 70 | $52.9M |
| Non-Discretionary | 0 | $0 |
| Total | 70 | $52.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $1.6M |
| HNW Individuals | 15 | $51.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 9 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118636 |
|---|---|
| SEC ERA File Number | 801-118636 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282723 |
| Legal Entity Identifier | 81-0780622 |
Principal Office
135 MADISON AVENUEFLOOR 5
NEW YORK
NY
United States
Monday - Friday, 9 - 5
Tel: 646-934-6874, Fax: None
Websites
Chief Compliance Officer
DALYA INHABER
135 MADISON AVENUE
FLOOR 5
NEW YORK
NY
United States
Tel:
646-934-6874
D*******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INHABER, DALYA | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |
| INHABER, DALYA | Individual | – | OWNER | 11/2015 | > 75% |