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| Keyboard |
| Minerva Planning Group Inc
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|
|---|---|
| CRD # | 127263 |
| SEC # | 801-80329 |
| CIK # | |
| AUM | 236.9 M (2026-04-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 404-816-6688 |
| Address | 315 W Ponce de Leon Avenue Decatur, GA 30030 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 37.5 |
| (b) Individuals (high net worth individuals) | 70 | 199.3 |
| (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 | 551 | 236.9 |
| By Discretionary | ||
| Discretionary | 550 | 236.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 551 | 236.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.9 | |
| Total | 551 | 236.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Goldenstone Wealth Management LLC
✚
|
CA | 238.3 M |
|
Sector Analysts LLC
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|
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|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 237.6 M |
|
Everest Wealth Management LLC
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|
Leicht Financial Planning and Wealth Management Inc
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NJ | 237.4 M |
|
Pento Portfolio Strategies LLC
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|
FL | 237.3 M |
|
Fort Vancouver Investment Management LLC
✚
|
WA | 237.1 M |
|
A3 Capital Advisors LLC
✚
|
TX | 236.8 M |
|
Springvest Wealth Management LLC
✚
|
TX | 236.6 M |
|
Level Wealth Management LLC
✚
|
NC | 236.5 M |