Mint Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mint Asset Management LLC is a small, supported registered investment adviser that primarily serves individual and high‑net‑worth clients, while also accepting trusts, foundations, and small businesses. It provides discretionary portfolio management through its Asset Wise Analytics division and can incorporate employer‑sponsored retirement and tuition accounts into its advisory view via a third‑party linkage service.
The firm uses diversified, rules‑based model portfolios (Short Duration Income, Conservative/Moderate/Dynamic Growth) that rely on ETFs, mutual funds, cash and select individual securities, with systematic monthly ranking, trend‑following sleeves, and a hedged equity core. Mint may also employ leverage and derivatives in separately managed accounts—including margin borrowing, options strategies (writing and hedging), and short sales—as part of its hedging and income‑generation toolkit, and it conducts discretionary trading and opportunistic rebalancing across linked accounts.
Distinctive operational features include the use of the Pontera platform to aggregate “held‑away” retirement and 529 plan assets into a single interface for allocation and rebalancing without taking custodial login control, and a two‑division structure that separates investment strategies while sharing back‑office functions. The firm discloses outside activities by supervised persons (such as published investment commentary and solicitor arrangements) and applies supervisory and trading controls to address related conflicts of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $500,000
Main office
See office165 Broadway, 23rd Floor
New York NY 10006
Advisors at this office
1
Offices (4)
Most active in
California · Connecticut · Florida · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Akatsuki Capital · Asset Wise Analytics · Bryan Perry's Private Clients · Mint Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lauren S
Series 66
Jacksonville, FL
Mint Asset Management LLC
Lauren Schultz is a financial advisor at Mint Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Vystar Investment Services, LPL Financial, Stratton & Co., CreativeOne Wealth, and ValuTeachers, National Life Group. Schultz also serves as Vice President of Operations for Stratton & Company, a financial services firm. Mint Asset Management LLC primarily serves individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm provides discretionary portfolio management using diversified, rules-based model portfolios and integrates employer-sponsored retirement and tuition accounts through a third-party linkage service.
Michael R
CFP®, Series 63, Series 65
West Hartford, CT
Mint Asset Management LLC
Michael Reilly is a CFP® professional with 36 years of industry experience. He has worked at Mint Asset Management LLC since 2024 and previously spent nine years at Rowe Wealth Management LLC d/b/a Avalon. Mint Asset Management LLC provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental and technical analysis with predominantly rules-based, systematic models to tailor portfolios, and is notable for its use of derivatives and borrowing strategies within separately managed accounts.
Bryan P
Series 63, Series 65
McLean, VA
Mint Asset Management LLC
Bryan Perry is a financial advisor with Mint Asset Management LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He previously worked at Navellier & Associates, Inc. for seven years and has been involved with Eagle Financial Publications as a senior editor since 2015. Outside of finance, he manages Kona Body Care, a personal care products company. Mint Asset Management LLC is a small, supported registered investment adviser serving individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm offers discretionary portfolio management using diversified, rules-based model portfolios and employs systematic ranking, trend-following strategies, and hedging techniques, including leverage and derivatives.
Steven F
Series 63, Series 65
New York, NY
Mint Asset Management LLC
Steven Fishman is a financial advisor at Mint Asset Management LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Savvy Investor LLC, a marketing consulting firm serving financial firms and newsletter publishers. Mint Asset Management provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm employs a mix of fundamental and technical analysis with predominantly rules-based, systematic models, and utilizes derivatives and borrowing strategies that are less common among similar firms.
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