Minko Wealth

Overview

Minko Wealth is organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses. It also acts as a capital allocator and conducts manager selection, which suggests reliance on outside investment boutiques alongside in‑house advice. The firm’s business activities include insurance brokerage and affiliation with a law firm, indicating cross‑disciplinary services that may integrate insurance and legal planning with investment advice. Minko Wealth does not identify as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices