M
$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-23-2008
- Office Locations
- 1
Office Locations
110 Traders Cross Okatie SC
About Minas Wealth Management LLC
Minas Wealth Management LLC is a Okatie-based RIA. The firm has been operating for 18 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$94.1K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
W
WILLIAM LAMAR HICKMAN III
Chief Executive Officer, Project Manager
- CRD
- #4428844
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,600,000 | -- |
| Total | $1,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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