Miner Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

4801 Glenwood Ave Ste 200-05, Raleigh, N...

Phone Number

(919) 210-4773

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Miner Wealth Management

Miner Wealth Management is a fee-only financial planning firm based in Raleigh, NC, specializing in personalized wealth planning for high-income individuals and families. The company offers tailored investment advice and financial strategies aimed at increasing income, optimizing savings, and reducing taxes. With a focus on empowering clients to connect their finances with their values, Miner Wealth Management serves clients both locally and virtually across the country. Led by founder Matt Miner, the firm emphasizes transparency, fiduciary responsibility, and a commitment to helping clients achieve their financial goals.Explore more
Miner Wealth Management's Social MediaPopular SearchesMiner Wealth ManagementMiner Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Miner Wealth Management Org Chart

MM
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
JB
United States flag for contact location.

Senior Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Miner Wealth Management

<$5M
1-10
Private
-
2021
MM
Matthew MinerFounder & CEO
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
11-50
Private
-
1992
CH
Charles HarpsterChief Investment Officer
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MS
Michael SisneyRegistered Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Miner Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Miner Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Miner Wealth Management.

Miner Wealth Management Tech Stack

A closer look at the technologies used by Miner Wealth Management

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Frequently Asked Questions Regarding Miner Wealth Management

What is Miner Wealth Management's official website?
Miner Wealth Management's official website is www.minerwealth.com
What is Miner Wealth Management's Revenue?
Miner Wealth Management's revenue is <$5 Million
What is Miner Wealth Management's SIC code?
Miner Wealth Management's SIC: 62,628
What is Miner Wealth Management's NAICS code?
Miner Wealth Management's NAICS: 52,523
How many employees does Miner Wealth Management have?
Miner Wealth Management has 1-10 employees
What industry does Miner Wealth Management belong to?
Miner Wealth Management is in the industry of: Finance, Securities Trading
What is Miner Wealth Management competition?
Miner Wealth Management top competitors include: InvestLinc, Salient Wealth Planning Group, Wealth, Polaris Private Wealth
What technology does Miner Wealth Management use?
Some of the popular technologies that Miner Wealth Management uses are: Squarespace Online Stores, Google Global Site Tag, Calendly, Squarespace
How do I contact Miner Wealth Management?
Miner Wealth Management contact info: Phone number: (919) 210-4773 Website: www.minerwealth.com
What does Miner Wealth Management do?

Miner Wealth Management is a fee-only financial planning firm based in Raleigh, NC, specializing in personalized wealth planning for high-income individuals and families. The company offers tailored investment advice and financial strategies aimed at increasing income, optimizing savings, and reducing taxes. With a focus on empowering clients to co... nnect their finances with their values, Miner Wealth Management serves clients both locally and virtually across the country. Led by founder Matt Miner, the firm emphasizes transparency, fiduciary responsibility, and a commitment to helping clients achieve their financial goals.Read More

What are Miner Wealth Management social media links?
Miner Wealth Management Linkedin page Miner Wealth Management Twitter page Miner Wealth Management Facebook page
Is Miner Wealth Management a public company?
Miner Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Miner Wealth Management

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