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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
- LEI
- 81-0780622
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER | E | Control |
| INHABER, DALYA | I | OWNER/MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| INHABER, DALYA | I | OWNER/MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MINERVA WEALTH ADVISORY LLC | DE | OWNER | E | Control |
| MINERVA WEALTH ADVISORY LLC | DE | OWNER | E | Control |
| MINERVA WEALTH ADVISORY LLC | DE | OWNER | E | Control |
| MINERVA WEALTH ADVISORY LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| INHABER, DALYA | I | MINERVA WEALTH ADVISORY, LLC | E | Control |
| INHABER, DALYA | I | MINERVA WEALTH ADVISORY, LLC | E | Control |
| INHABER, DALYA | I | MINERVA WEALTH ADVISORY, LLC | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (4)
CA CT NJ NY
Address
135 MADISON AVENUEFLOOR 5
NEW YORK, NY 10016
United States
Phone: 646-934-6874