DG
David Gikoshvili
MINER WEALTH MANAGEMENT
RALEIGH, NC
CRD#: 8262829
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DG
David GikoshviliMINER WEALTH MANAGEMENT
Professional summary
David Gikoshvili is a registered financial advisor currently at MINER WEALTH MANAGEMENT located in Raleigh, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Gikoshvili's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 10, 2026 - Present
MINER WEALTH MANAGEMENT
RIA
CRD#: 315421
RALEIGH, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(6/10/2026)
Current Firm
MINER WEALTH MANAGEMENT
MINER WEALTH MANAGEMENT | MINER WEALTH MANAGEMENT, LLC
CRD#: 315421 / SEC#:
North Carolina
Registered Investment Advisory firm - (8/10/2021 Approved)Texas
Registered Investment Advisory firm - (6/9/2023 Conditional Restricted)Loading...
Contact information
Main Address
Raleigh, NC
Mailing Address
Phone number
(919) 210-4773
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 36,778,607 |
Red Flags
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