MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
Firm details
- Headquarters
- CAMPBELL, California
- CRD number
- 118319
- Registered since
- August 24, 2018
- Website
- minearao.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI85.61%
- Individuals13.28%
- Corporations / Businesses1.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mine & Arao Wealth Creation And Management, LLC is an independent, SEC‑registered advisory firm organized as an LLC and registered in 2018. The firm serves both individual & family clients and institutional accounts, with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines asset‑based fees and hourly charges. The firm does not act as a capital allocator, is not identified as an active ESG investor, and does not report multi‑state adviser or pension consultant status.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities27%
- US Government Bonds15%
- Cash & Cash Equivalents7%
Contacts
2 of 2BUD MINE
OwnerCRD 4485331
JOHN ARAO
PartnerCRD 4485330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$147M in ETFs
100%
$147M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $41.4M | 71,729 | 28.23% |
Location
CAMPBELL, CA
SANTA CLARA
Location
CAMPBELL, CA
Headquartered in CAMPBELL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 901 Campisi Way
- Time zone
- PT (UTC-8)
- Office locations
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