RIA Intel›Advisers›South Carolina›MINAS WEALTH MANAGEMENT LLC

MINAS WEALTH MANAGEMENT LLC

Advisory

OKATIE, SC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$94K

across 17 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SE HUNT CAPITAL, LLC

$2M

TREEHOUSE FINANCIAL, INC

$1M

DAVID GRAY CONSULTING LLC

$1M

BARBCO FINANCIAL, LLC

COLUMBIA, SC

$1M

MULLOOLY WEALTH PLANNING LLC

CLOVER, SC

$2M

SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC

$2M

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