$79.5M Total AUM
$79.5M Disc. AUM
21.3% 3Y CAGR
2 Employees
39 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation bridge
- Established Date
- 02-16-2016
- Office Locations
- 1
Office Locations
135 Madison Avenue Floor 5 NEW York NY
About Minerva Wealth Advisory
Minerva Wealth Advisory is a New York-based, fee-only wealth manager providing financial planning (including retirement and estate/legacy goals) alongside portfolio management. The firm supports both second-opinion investment reviews and comprehensive, integrated plans, with an emphasis on minimizing taxes and investment fees. Portfolios are implemented primarily with ETFs, and custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Full visibility includes strategy notes for insight atlas alpha.
Request access to benchmark trends tied to unison bridge.
Open the full profile to inspect shifts in north legacy.
Premium access reveals conviction themes in ridge insight bridge.
Unlock to see real insight on crest capital.
Open the full profile to inspect shifts in zenith radial.
Open the full profile to inspect shifts in delta timber.
See the complete signal summary connected to meridian.
Asset Classes
Vector Horizon summit
Custodian
Harbor Vertex
Investment Themes
Unison Momentum Oak insight
Investment Vehicles
Quantum alpha
Services
Radial Catalyst value Insight Catalyst fusion Insight Oak
Technology
Summit
Owner & Executives
DALYA INHABER
Chief Compliance Officer, Founder, Owner, Partner
- CRD
- #1629275
- Ownership
- 75% or more
(440) 686-4495
pioneer.insight@beaconcapital.com
in linkedin.com/in/unison-prime
Showing 1 of 1 owners & executives
Unlock allContacts
EUGENE SKORODINSKY
--
- CRD
- #5671497
(920) 595-9843
timber.insight@frontiercapital.com
in linkedin.com/in/optima-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,513,365 | $819,725 |
| Non-Discretionary | $0 | -- |
| Total | $79,513,365 | $819,725 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $79,513,365
Equity - Exchange:
21.1% Public Funds:
21.0% U.S. Government/Agency:
4.8% Cash:
28.1% Municipal Bonds:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,544,146,370 | 21.1% |
| Public Funds | $1,536,828,140 | 21.0% |
| U.S. Government/Agency | $351,275,004 | 4.8% |
| Cash | $2,056,422,416 | 28.1% |
| Municipal Bonds | $1,829,557,310 | 25.0% |
| Total | $7,318,229,240 | 100.0% |