Minerva Wealth Advisory LLC
● SEC registered since 2020CRD 282723SEC# 801-118636New York, NY
Reg. AUM
$79.5M
Employees
2
Accounts
97
Location
New York, NY
Minerva Wealth Advisory LLC assets under management
Minerva Wealth Advisory LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It reports $79.5 million in regulatory assets under management and employs 2 people.
Minerva Wealth Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dalya Inhaber Control | Owner/Member/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Minerva Wealth Advisory LLC manage?
Minerva Wealth Advisory LLC reports $79.5 million in regulatory assets under management on its Form ADV.
How many employees does Minerva Wealth Advisory LLC have?
Minerva Wealth Advisory LLC reports 2 employees.
Where is Minerva Wealth Advisory LLC located?
Minerva Wealth Advisory LLC is based in New York, NY and has been SEC-registered since 2020.
Does Minerva Wealth Advisory LLC disclose fund performance?
Minerva Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 Madison Avenue, Floor 5, New York, NY 10016 |
| Phone | 646-934-6874 |
| Office hours | 9 - 5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$79.5M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$79.5Mregulatory AUM
Discretionary $79.5M