Minerva Planning Group Inc

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Assets, Funds, Holdings

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Minerva Planning Group Inc
CRD #127263
SEC #801-80329
CIK #
AUM $160.6 MM (2024-05-07)
Employees 5 (40% Investors, 0% Brokers)
Phone404-816-6688
Address315 W Ponce de Leon Avenue
Decatur, GA 30030
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 51 31.7
(b) Individuals (high net worth individuals) 55 128.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 494 160.6
By Discretionary
Discretionary 494 160.6
Non-Discretionary 0 0.0
Total 494 160.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 160.6
Total 494 160.6
Comparable Firms State AUM ($BB)
Matriarch Wealth Management LLC
FL 0.2
Goalfusion Wealth Management LLC
TX 0.2
Retirement Plan Fiduciaries LLC
TX 0.2
Elevation Wealth Partners LLC
FL 0.2
Forthright Family Wealth Advisory LLC
TX 0.2
Bersot Capital Management LLC
CA 0.2
D M Brenner Inc
CA 0.2
Wealthcare Capital Partners LLC
PA 0.2
Centricity Wealth Management LLC
OH 0.2
Landmark Wealth Management Inc
IL 0.2
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