MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

901 Campisi Way
Suite 140
Campbell, California 95008
Tel: 408-377-7414

About MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC, formally registered with the SEC as MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC. The firm was established in 08/24/2018. They have over 1 offices throughout the country.

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is a Campbell, California based Financial Planning firm with nearly $237,662,116 assets under management, offering retirement planning & investment advisory services to 480 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118319
SEC#	801-113885
Assets Managed by Firm	$237,662,116
No. of Clients	480
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	480	$237,662,116
Individuals (other than high net worth individuals)	118	$46,607,082
High net worth individuals	79	$188,418,596
Corporations or other businesses	Fewer than 5 clients	$2,636,438

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