# Minko Wealth

> Minko Wealth is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 170886
- Filed as: MINKO WEALTH
- Legal name: Wealth Coach LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170886
- AdvisorCensus page: https://advisorcensus.com/firm/minko-wealth-brooklyn-ny-170886

## Quick answers

**How is Minko Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Minko Wealth reports these compensation arrangements: a percentage of assets under its management.

**How much does Minko Wealth charge?**
Its Form ADV Part 2A brochure dated July 29, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Minko Wealth located?**
Minko Wealth's principal office is in Brooklyn, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Minko Wealth registered with the SEC or a state?**
Minko Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 170886.

**How much does Minko Wealth manage?**
Minko Wealth reports $119,090,347 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (100% discretionary).

**What types of clients does Minko Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (39).

**Which custodians does Minko Wealth use?**
Minko Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Minko Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170886

**Does Minko Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated July 29, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by Minko Wealth."

**What changed in Minko Wealth's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 29, 2026)

- Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)

> The annual fee for asset management services range between 0.40% and 1.00%.

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by Minko Wealth.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,090,347
- Discretionary: $119,090,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $42,805,457 |
| High net worth individuals | 39 | $76,284,890 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Rye, NY

### Websites listed on Form ADV (Item 1.I)
- minkowealth.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Minko Wealth (CRD 170886): Form ADV filing data as of October 2026.