Miner Wealth Management

Miner Wealth Management (CRD# 315421) is a financial advisory firm headquartered in , . They manage $22,331,745 in 163 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/matt.miner.mba
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $137,005
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Miner Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Miner, financial advisor Raleigh NC
Matthew R. Miner
CRD#: 6970006
Raleigh, NC

Matthew Miner (CRD# 6970006) is an Investment Advisor Representative working at Miner Wealth Management in Raleigh, NC and has over 5 years of experience in the finance industry.

2
Joseph Bray, financial advisor Acworth GA
Joseph R. Bray
CRD#: 7730414
Acworth, GA

Joseph Bray (CRD# 7730414) is an Investment Advisor Representative working at Miner Wealth Management in Acworth, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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