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Minerva Wealth Advisory LLC

● SEC registered since 2020CRD 282723SEC# 801-118636New York, NY
Export (members)
Reg. AUM
$59M
Employees
2
Accounts
80
Location
New York, NY

Minerva Wealth Advisory LLC assets under management

Minerva Wealth Advisory LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It reports $59 million in regulatory assets under management and employs 2 people.
www.minervawealth.comView on SEC.gov ↗

Minerva Wealth Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Dalya Inhaber ControlOwner/Member/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Minerva Wealth Advisory LLC manage?

Minerva Wealth Advisory LLC reports $59 million in regulatory assets under management on its Form ADV.

How many employees does Minerva Wealth Advisory LLC have?

Minerva Wealth Advisory LLC reports 2 employees.

Where is Minerva Wealth Advisory LLC located?

Minerva Wealth Advisory LLC is based in New York, NY and has been SEC-registered since 2020.

Does Minerva Wealth Advisory LLC disclose fund performance?

Minerva Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 Madison Avenue, Floor 5, New York, NY 10016
Phone646-934-6874
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$59M
Non-discretionary$0
Total (RAUM)$59M