MINER WEALTH MANAGEMENT

MINER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 315421). Regulatory assets under management: $36.8M.

Registration

• CRD: 315421
• Type: Registered investment adviser
• Phone: 919-210-4773
• Latest filing: 2026-06-22
• Regulatory AUM: $36.8M
• Discretionary AUM: $36.8M
• Clients: 3
• Accounts: 207

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search