MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD #118319 SEC #801-113885 CAMPBELL, CA 408-377-7414
SEC Registered
Total AUM
$292.4M
Discretionary
$292.4M
Employees
4
Clients
10
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $292.4M | $292.4M | $0 | 4 | 1 |
| Mar 2025 | $237.7M | $237.7M | $0 | 4 | 0 |
| Mar 2024 | $237.7M | $237.7M | $0 | 3 | 0 |
| Apr 2023 | $183.7M | $183.7M | $0 | 3 | 0 |
| Mar 2023 | $183.7M | $183.7M | $0 | 3 | 0 |
| Mar 2022 | $214.2M | $214.2M | $0 | 3 | 2 |
| Mar 2021 | $174.3M | $174.3M | $0 | 3 | 2 |
| Jul 2020 | $148.1M | $148.1M | $0 | 3 | 0 |
| Mar 2020 | $148.1M | $148.1M | $0 | 3 | 0 |
| Apr 2019 | $113.9M | $113.9M | $0 | 3 | 0 |
| Apr 2019 | $113.9M | $113.9M | $0 | 3 | 0 |
| Jul 2018 | $112M | $112M | $0 | 3 | 0 |
DateMar 2025
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees3
Clients2
DateMar 2021
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees3
Clients2
DateJul 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients0