MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
SEC RegisteredLocated in the heart of Silicon Valley, our firm is dedicated to assisting you with any of your tax, accounting & wealth management needs
About the firm
Mine & Arao Wealth Creation & Management, LLC was established in 1999 to manage and accumulate wealth for clients as a fee-based portfolio management firm. As Registered Investment Advisors, the firm acts in clients' best interest with over 20 years of experience. The affiliated CPA firm, Mine & Arao, LLP, has been providing tax and accounting services for individuals and businesses since 1989.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based portfolio management and wealth creation, tax preparation, accounting guidance, and helping businesses operate more efficiently
Who they serve
Individuals and businesses seeking tax, accounting, and wealth management services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $45M |
| High Net Worth Individuals | 111 | $289M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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