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| Keyboard |
| Milagre Wealth Management Inc
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|---|---|
| CRD # | 309185 |
| SEC # | 801-118821 |
| CIK # | |
| AUM | 137.1 M (2026-03-31) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 383 | 0.1 |
| (b) Individuals (high net worth individuals) | 31 | 0.1 |
| (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 | 414 | 0.1 |
| By Discretionary | ||
| Discretionary | 414 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 414 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 414 | 0.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 300 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sustainvest Asset Management LLC
✚
|
NJ | 137.4 M |
|
Wallender Timothy Joseph
✚
|
CA | 137.3 M |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 137.3 M |
|
Forefront Asset Management LLC
✚
|
VA | 136.9 M |
|
Ascension Wealth Partners LLC
✚
|
CA | 136.9 M |
|
Cooke Wealth Management LLC
✚
|
CA | 136.9 M |
|
Central Wealth Management LLC
✚
|
WI | 136.8 M |
|
Lewis Capital Management LLLP
✚
|
136.8 M | |
|
River Crescent Advisors LLC
✚
|
VA | 136.8 M |
|
Champion Advisors LLC
✚
|
136.8 M |