LP Profile

Minerva Planning Group

Also known as minerva planning

Wealth ManagerDecatur, United StatesFounded 1987
Decatur
Headquarters
Investment Focus

About Minerva Planning Group

Minerva Planning Group is a wealth manager based in Decatur, US. Founded in 1987.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Minerva Planning Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$236.9M
Total Clients
551
Filing Date
April 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Minerva Planning Group?

Minerva Planning Group is a wealth manager based in Decatur, United States.

Where is Minerva Planning Group headquartered?

Minerva Planning Group is headquartered in Decatur, United States.

When was Minerva Planning Group founded?

Minerva Planning Group was founded in 1987.

How can I contact Minerva Planning Group?

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