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MINKO WEALTH
WEALTH COACH LLC
CRD 170886 · SEC 801-136707
1762 CROPSEY AVENUE, BROOKLYN, NY, 11228, United States
Phone
718-748-1700
Fax
718-971-1059
Registration
— (—)
Source
State registered
Total AUM
$119.1M
Discretionary AUM
$119.1M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $42.8M |
| High net worth individuals | 39 | $76.3M |
All web addresses on file
Official SEC filing: View on IAPD