David Gikoshvili
Miner Wealth Management · Raleigh, North Carolina
David Gikoshvili is a fee-only financial advisor at Miner Wealth Management in Raleigh, North Carolina. Miner Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Miner Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.8M across 207 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8262829 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | workpantsfinance.com |
How David's firm compares
- Miner Wealth Management's average account is about $178,000, from its Form ADV (assets managed divided by 207 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Gikoshvili a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Miner Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Miner Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Gikoshvili based?
David Gikoshvili is based in Raleigh, North Carolina.
Is David Gikoshvili registered with the SEC?
Yes. David Gikoshvili is registered as an investment adviser representative in NC (CRD 8262829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Miner Wealth Management manage?
Miner Wealth Management reports $36.8M across 207 accounts in assets under management.
How do I contact David Gikoshvili?
Through David's website, workpantsfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.