Miner Wealth Management
Miner Wealth Management (CRD# 315421) is a financial advisory firm headquartered in , . They manage $22,331,745 in 163 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Miner Wealth Management
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$137,005
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Miner Wealth Management
1
Matthew Miner (CRD# 6970006) is an Investment Advisor Representative working at Miner Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry.
2
Joseph Bray (CRD# 7730414) is an Investment Advisor Representative working at Miner Wealth Management in Acworth, GA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.