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| Mine & ARAO Wealth Creation and Management LLC
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| CRD # | 118319 |
| SEC # | 801-113885 |
| CIK # | 0001802994 |
| AUM | 338.1 M (2026-04-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 408-377-7414 |
| Address | 901 Campisi Way Campbell, CA 95008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802994 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.2 | ||
| Nvidia Corp | 14.5 | ||
| Amazon Com Inc | 13.2 | ||
| Alphabet Inc | 10.2 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Visa Inc | 4.6 | ||
| Alphabet Inc | 3.3 | ||
| Wells Fargo & Co/MN | 2.6 | ||
| Microsoft Corp | 1.8 | ||
| Mastercard Inc | 1.2 | ||
| Northrop Grumman Corp /DE/ | 1.2 | ||
| Waste Management Inc | 1.2 | ||
| Caterpillar Inc | 1.2 | ||
| Merck & Co Inc | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Netflix Inc | 1.0 | ||
| Lam Research Corp | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 44.9 |
| (b) Individuals (high net worth individuals) | 111 | 289.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 338.1 |
| By Discretionary | ||
| Discretionary | 222 | 338.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 222 | 338.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.1 | |
| Total | 222 | 338.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802994] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Mathes Company Inc
✚
|
NY | 339.8 M |
|
Keyvantage Wealth LLC
✚
|
PA | 339.4 M |
|
Tucker Jr Douglas Ray
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|
AL | 339.0 M |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 339.0 M |
|
Lewis Financial Management LLC
✚
|
NC | 338.7 M |
|
LENK Ladner Investment Solutions LLC
✚
|
MA | 337.3 M |
|
Evolution Advisers Inc
✚
|
VA | 337.2 M |
|
Vestura LLC
✚
|
WI | 336.7 M |
|
Journey Financial Group Inc
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|
IL | 336.5 M |
|
Agate Pass Investment Management LLC
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|
WA | 336.0 M |