Minas Wealth Management LLC
Firm details
- Headquarters
- Okatie, South Carolina
- CRD number
- 146718
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Minas Wealth Management LLC is an independent, South Carolina–registered limited liability company that advises individuals and families. The firm’s principal activities are financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual adviser, and fee arrangements are flexible, combining a percentage-of-assets model with hourly and fixed-fee engagements. Minas Wealth Management does not identify as an active ESG investor and operates from a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds3%
Contacts
1 of 1William Hickman
Financial AdvisorCRD 4428844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Okatie, SC
Beaufort
Location
Okatie, SC
Headquartered in Okatie, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 110 Traders Cross
- Time zone
- ET (UTC-5)
- Office locations
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