DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Minerva Wealth Advisory
Legal name Minerva Wealth Advisory LLC
Latest filing Mar 27, 2026
First filing on the tape Feb 1, 2016 · 14 filings
SEC status approved since May 1, 2020
RAUM
$79.5M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$79.0M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$39.8M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$79.5M as of Mar 27, 2026
Mar 29, 2016$0 then
HNW client RAUM$74.9M as of Mar 27, 2026
Mar 31, 2021$38.7M then
State-registered IARs (5.B.3)2 as of Mar 27, 2026
Mar 29, 20161 then
Employees (5.A)2 as of Mar 27, 2026
Mar 29, 20161 then
Private funds: no history
RAUM +35% over the last fiscal year+21% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $39.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 17derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $819,725derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +36%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$74.9M95%
- Individuals$4.0M5.1%
- Individual clients
- 10reported
- HNW clients
- 24reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 97reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dalya InhaberCertified Financial Planner | New York, Ny | Mar 31, 2021 | 17 y | 2 |
| Eugene SkorodinskyCertified Financial Planner | New York, Ny | Apr 8, 2021 | 17 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Dalya Inhaber from Gerstein FisherFeb 16, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dalya Inhaber · Owner/Member/Chief Compliance Officercontrolsince 11/2015 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $59,017,189 to $79,513,365 (+35.0%) between the annual amendments of 2025-03-24 and 2026-03-27; the peer median change was +8.0% (219 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, under $100M (219) · 94% percentile
What changed
consecutive filings, newest first
- Accounts · 80 to 97Mar 24, 2025 to Mar 27, 2026
- HNW clients · 17 to 24Mar 24, 2025 to Mar 27, 2026
- Individual clients · 8 to 10Mar 24, 2025 to Mar 27, 2026
- Discretionary RAUM · $59.0M to $79.5MMar 24, 2025 to Mar 27, 2026
- HNW RAUM · $53.6M to $74.9MMar 24, 2025 to Mar 27, 2026
- Individual RAUM · $4.3M to $4.0MMar 24, 2025 to Mar 27, 2026
- RAUM · $59.0M to $79.5MMar 24, 2025 to Mar 27, 2026
- Accounts · 70 to 80Apr 26, 2024 to Mar 24, 2025
- HNW clients · 15 to 17Apr 26, 2024 to Mar 24, 2025
- Individual clients · 5 to 8Apr 26, 2024 to Mar 24, 2025
- Financial planning clients · 11-25 to 26-50Apr 26, 2024 to Mar 24, 2025
- Discretionary RAUM · $52.9M to $59.0MApr 26, 2024 to Mar 24, 2025
- HNW RAUM · $51.3M to $53.6MApr 26, 2024 to Mar 24, 2025
- Individual RAUM · $1.6M to $4.3MApr 26, 2024 to Mar 24, 2025
- RAUM · $52.9M to $59.0MApr 26, 2024 to Mar 24, 2025
- Accounts · 64 to 70Mar 27, 2023 to Mar 23, 2024
- HNW clients · 18 to 15Mar 27, 2023 to Mar 23, 2024
- Individual clients · 9 to 5Mar 27, 2023 to Mar 23, 2024
- Discretionary RAUM · $44.5M to $52.9MMar 27, 2023 to Mar 23, 2024
- HNW RAUM · $43.0M to $51.3MMar 27, 2023 to Mar 23, 2024
- Individual RAUM · $1.6M to $1.6MMar 27, 2023 to Mar 23, 2024
- RAUM · $44.5M to $52.9MMar 27, 2023 to Mar 23, 2024
- Accounts · 51 to 64Mar 30, 2022 to Mar 27, 2023
- Advisory activities · 3 to 2Mar 30, 2022 to Mar 27, 2023
- Individual clients · 7 to 9Mar 30, 2022 to Mar 27, 2023
- Insurance-licensed employees · 1 to 0Mar 30, 2022 to Mar 27, 2023
- Financial planning clients · 1-10 to 11-25Mar 30, 2022 to Mar 27, 2023
- Discretionary RAUM · $52.6M to $44.5MMar 30, 2022 to Mar 27, 2023
- HNW RAUM · $41.6M to $43.0MMar 30, 2022 to Mar 27, 2023
- Individual RAUM · $10.9M to $1.6MMar 30, 2022 to Mar 27, 2023
- RAUM · $52.6M to $44.5MMar 30, 2022 to Mar 27, 2023
- Accounts · 39 to 51Mar 31, 2021 to Mar 30, 2022
- HNW clients · 17 to 18Mar 31, 2021 to Mar 30, 2022
- Individual clients · 3 to 7Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $38.5M to $52.6MMar 31, 2021 to Mar 30, 2022
- HNW RAUM · $38.7M to $41.6MMar 31, 2021 to Mar 30, 2022
- Individual RAUM · $359,904 to $10.9MMar 31, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $536,660 to $0Mar 31, 2021 to Mar 30, 2022
- RAUM · $39.0M to $52.6MMar 31, 2021 to Mar 30, 2022
- Related adviser · true to falseMar 31, 2021 to Mar 30, 2022
Signals
1 dated events
- Minerva Wealth Advisory filed its initial SEC registration (Form ADV)Feb 1, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 347-884-0070reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- minervawealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 646-934-6874reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026