CRD: 118319
Mine & Arao Wealth Creation AND Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-1999
- Office Locations
- 1
Office Locations
About Mine & Arao Wealth Creation AND Management, LLC
Mine & Arao is a Silicon Valley CPA firm (serving individuals and businesses since 1989) that pairs tax and accounting work with wealth management and planning. The advisory practice focuses on diversified asset allocation using ETFs, mutual funds, and U.S. government/agency fixed income. Client service is relationship-driven with a small, experienced staff. Custody is held with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN TAKEO ARAO
Managing Member, Partner
- CRD
- #4485330
- Ownership
- 50% but less than 75%
BUD THOMAS MINE
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4485331
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,062,502 | $1,522,804 |
| Non-Discretionary | $0 | -- |
| Total | $338,062,502 | $1,522,804 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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