A complete list of active advisors currently associated with Minko Wealth

Warmer can help you find a great advisor at Minko Wealth or one who fits your needs even better.

Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals (including high‑net‑worth clients), families, businesses, trusts, and estates. The firm offers discretionary portfolio management, retirement rollover advice, and the ability to select or refer to sub‑advisers and third‑party money managers, and it makes available alternative investments such as private equity, non‑traded BDCs, DSTs and non‑traded REITs. The firm constructs portfolios based on each client’s goals, time horizon and risk tolerance, using methods that include fundamental analysis and modern portfolio theory, and it conducts at least quarterly reviews and ongoing monitoring. Minko Wealth will manage accounts directly or engage sub‑advisers/third‑party managers (acting as a communication conduit), and clients may impose investment restrictions or direct brokerage where operationally feasible. Noteworthy and relatively uncommon disclosures in the brochure include an affiliated law practice — a firm member is a licensed attorney who provides estate‑planning services under a separate legal engagement — and the firm’s provision of educational seminars or workshops, both of which the brochure highlights as creating potential conflicts of interest to be managed. The brochure also discloses that a member may sell insurance products in a separate capacity, that the firm receives referral/solicitor or fee‑sharing arrangements when recommending outside managers, and that it manages roughly $119 million in client assets with a small advisory team.

To learn more about the advisors currently working at Minko Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.