MINERVA WEALTH ADVISORY LLC
Legal name: MINERVA WEALTH ADVISORY
CRD #282723 SEC #801-118636 NEW YORK, NY 646-934-6874
SEC Registered
Total AUM
$59M
Discretionary
$59M
Employees
2
Clients
26
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $59M | $59M | $0 | 2 | 9 |
| Apr 2024 | $52.9M | $52.9M | $0 | 2 | 9 |
| Mar 2024 | $52.9M | $52.9M | $0 | 2 | 9 |
| Mar 2023 | $44.5M | $44.5M | $0 | 2 | 4 |
| Mar 2022 | $52.6M | $52.6M | $0 | 2 | 4 |
| Mar 2021 | $39M | $38.5M | $536.7K | 2 | 4 |
| Jun 2020 | $37.5M | $37.5M | $0 | 2 | 4 |
| Apr 2020 | $37.5M | $37.5M | $0 | 2 | 4 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees2
Clients9
DateApr 2024
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees2
Clients9
DateMar 2024
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees2
Clients9
DateMar 2023
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees2
Clients4
DateMar 2022
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees2
Clients4
DateMar 2021
Total AUM$39M
Discretionary$38.5M
Non-Disc.$536.7K
Employees2
Clients4
DateJun 2020
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees2
Clients4
DateApr 2020
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees2
Clients4
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0