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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-11-2021
- Office Locations
- 1
Office Locations
About Minko Wealth
Minko Wealth is a family-focused wealth management firm in Brooklyn providing coordinated planning and investment consulting for households seeking multigenerational outcomes. Services include advanced planning, portfolio construction, estate/gift and income tax planning, and business succession support, backed by a legal and financial network. The firm emphasizes academically grounded, risk-managed investing and access to institutional-quality investments.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 153 clients, or 76.5 clients per representative. That equates to $778.4K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
ANTHONY JAMES MINKO
Founder, President
- CRD
- #6390320
- Ownership
- 50% but less than 75%
CHRISTOPHER JOHN MINKO
Managing Member, Senior Manager
- CRD
- #4954763
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,090,347 | $339,289 |
| Non-Discretionary | $0 | -- |
| Total | $119,090,347 | $339,289 |
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Separately Managed Accounts
SMA allocation detail is available
Minko Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.