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| Happy Holidays!! thanks for using AUM13F!! |
| Milagre Wealth Management Inc
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|---|---|
| CRD # | 309185 |
| SEC # | 801-118821 |
| CIK # | |
| AUM | $11.4 B (2025-07-02) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 914-437-8066 |
| Address | 120 Bloomingdale Road, Suite 3400 White Plains, NY 10605 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 6.6 |
| (b) Individuals (high net worth individuals) | 25 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 11.4 |
| By Discretionary | ||
| Discretionary | 384 | 11.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 384 | 11.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.4 | |
| Total | 384 | 11.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thrivent Investment Management Inc
✚
|
MN | 17.5 |
|
RWA Wealth Partners LLC
✚
|
MA | 17.3 |
|
PFS Investments Inc
✚
|
GA | 11.2 |
|
Acorns Advisers LLC
✚
|
CA | 10.4 |
|
Vestmark Advisory Solutions Inc
✚
|
MA | 10.0 |
|
Vanguard Personalized Indexing Management
✚
|
CA | 7.3 |
|
Evanson Asset Management LLC
✚
|
5.1 | |
|
Klingman and Associates LLC
✚
|
NY | 4.8 |
|
Apella Capital LLC
✚
|
CT | 4.7 |
|
RPOA Advisors Inc
✚
|
TX | 4.0 |