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MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
CRD 118319 · SEC 801-113885
901 CAMPISI WAY, SUITE 140, CAMPBELL, CA, 95008, United States
Phone
408-377-7414
Fax
408-377-7459
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$338.1M
Discretionary AUM
$338.1M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $44.9M |
| High net worth individuals | 111 | $289.4M |
| Corporations/business entities | 2 | $3.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD