MINAS WEALTH MANAGEMENT LLC

Overview

Minas Wealth Management LLC is a small, independent registered investment adviser focused on individuals and families, with a service mix of financial planning and portfolio management for individuals and small businesses. The firm operates largely on a non-discretionary basis, advising clients while leaving final investment decisions with them. Its practice blends percentage-of-AUM billing with hourly and fixed-fee arrangements, which signals a combination of ongoing portfolio oversight and project-based planning engagements. Investment emphasis is on public equities — specifically exchange-traded securities — with mutual funds used as complementary holdings. The firm does not list ESG investing as an active focus and does not operate as a capital allocator to third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices