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MINERVA WEALTH ADVISORY

NEW YORK, NY · CRD 282723 · IAPD ↗ · minervawealth.com · 646-934-6874

$79.5MRegulatory AUM
2Advisory reps
2Employees
4Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MINERVA WEALTH ADVISORY reported RAUM up 35% ($59.0M -> $79.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — MINERVA WEALTH ADVISORY reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.