Data / Investment advisers / New York / Minko Wealth
Minko Wealth, Brooklyn, NY: $119 million AUM, SEC registered investment adviser
Minko Wealth is an SEC registered investment adviser with its main office in Brooklyn, New York and reports $119 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 170886
- SEC file number
- 801-136707
- SEC status
- Approved, effective July 10, 2026
- Legal name
- Wealth Coach LLC
- Main office
- 1762 Cropsey Avenue, Brooklyn, NY 11228
- Phone
- (718) 748-1700
- Website
- minkowealth.com
- Regulatory AUM
- $119,090,347 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $119,090,347
- Accounts
- 351
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $76.3 million |
| Individuals (other than high net worth individuals) | 113 | $42.8 million |
Other advisers in Brooklyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Strobe Ventures | Brooklyn | $245.2 million | 3 | adviserinfo.sec.gov |
| Bandera Partners | Brooklyn | $244.1 million | 1 | adviserinfo.sec.gov |
| Brewster Financial Planning LLC | Brooklyn | $239.7 million | Not listed | adviserinfo.sec.gov |
| Carry Advisors LLC | Brooklyn | $180.9 million | Not listed | adviserinfo.sec.gov |
| Schonfeld Wealth Management, LLC | Brooklyn | $132.9 million | Not listed | adviserinfo.sec.gov |
| Walnut Investment Services LLC | Brooklyn | $94 million | Not listed | adviserinfo.sec.gov |
| Thinking Big Financial | Brooklyn | $93 million | Not listed | adviserinfo.sec.gov |
| Yearwood Young Advisors | Brooklyn | $87.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brooklyn, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Minko Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.