RIA Intel›Advisers›North Carolina›MINER WEALTH MANAGEMENT, LLC

MINER WEALTH MANAGEMENT, LLC

Advisory

NC

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$178K

across 207 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

48 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

SILVIS FINANCIAL, LLC

$37M

SEMPER FINANCIAL ADVISORS LLC

$37M

DOUBLE EAGLE PARTNERS, LLC

$36M

CRENSHAW CHRISTOPHER CARROL

$38M

CHAPEL HILL INVESTMENT ADVISORS, LTD.

CHAPEL HILL, NC

$36M

BAILEY, PHILIP R.

$35M

Get the full picture on MINER WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MINER WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans