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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2021
- Office Locations
- 2
Office Locations
About Miner Wealth Management
Miner Wealth Management is a fee-only, fiduciary wealth planning firm led by CFP® Matt Miner, serving high-income professionals, entrepreneurs, and families in Raleigh and nationwide virtually. The firm delivers personalized financial planning and tailored investment advice, with a focus on optimizing savings and reducing taxes in support of clients’ long- and short-term goals. Custody is reported with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Matthew Robert Miner
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6970006
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joseph Ryan Bray
--
- CRD
- #7730414
David Gikoshvili
--
- CRD
- #8262829
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,778,607 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,778,607 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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