Minko Wealth

Overview

Minko Wealth operates as a limited liability company focused on serving individual and family clients. The firm charges clients on a percentage-of-AUM basis and describes itself as a capital allocator that provides portfolio management for individuals and small businesses plus selection of other advisers. In addition to investment advisory work, the firm conducts insurance brokerage and has a law-firm affiliation, which likely influences the scope of services offered around risk-transfer and legal matters. Minko Wealth is not positioned as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities in the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives