# Minas Wealth Management LLC

> Minas Wealth Management LLC is a state-registered investment advisory firm in Okatie, SC, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 146718
- Filed as: MINAS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Okatie, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146718
- AdvisorCensus page: https://advisorcensus.com/firm/minas-wealth-management-llc-okatie-sc-146718

## Quick answers

**How is Minas Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Minas Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Minas Wealth Management LLC located?**
Minas Wealth Management LLC's principal office is in Okatie, SC, according to its Form ADV.

**Is Minas Wealth Management LLC registered with the SEC or a state?**
Minas Wealth Management LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146718.

**How much does Minas Wealth Management LLC manage?**
Minas Wealth Management LLC reports $1,600,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Minas Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Minas Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146718

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,600,000
- Discretionary: $0
- Non-discretionary: $1,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $1,600,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Minas Wealth Management LLC (CRD 146718): Form ADV filing data as of October 2026.