Minerva Wealth Advisory
SEC RegisteredWhen It's Time for Clarity and Confidence in Your Financial Life
About the firm
Minerva Wealth Advisory is a NY-based wealth management firm that acts in the client's best interests and does not receive incentives to sell financial products. They combine expertise in financial planning and portfolio management with life experiences to understand client needs, using state of the art analytic tools alongside experienced professional judgment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including financial planning and portfolio management; collaborating with clients to create and implement plans for reaching financial and legacy goals while minimizing taxes and investment fees.
Who they serve
People who need a second opinion on their investments or want a comprehensive plan in which their investment, estate and retirement plans all fit together.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $4.0M |
| High Net Worth Individuals | 24 | $75M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Next $2,000,000 | 0.65% |
| Next $2,000,000 | 0.55% |
| Next $2,000,000 | 0.45% |
| Next $5,000,000 | 0.35% |
| Above $12,000,000 | 0.30% |
Data as of March 27, 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. Minerva Wealth Advisory 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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