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⚲
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| Milestone Wealth LLC
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|
|---|---|
| CRD # | 166717 |
| SEC # | 801-77692 |
| CIK # | 0001904020 |
| AUM | $95.1 MM (2023-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 716-235-8990 |
| Address | 737 Main Street, Suite 100 Buffalo, NY 14203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 40.7 |
| (b) Individuals (high net worth individuals) | 26 | 54.4 |
| (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 | 171 | 95.1 |
| By Discretionary | ||
| Discretionary | 171 | 95.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 171 | 95.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.1 | |
| Total | 171 | 95.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904020] |
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|---|---|---|
|
Severin Investments LLC
✚
|
MO | 0.1 |
|
Seattle Wealth Management LLC
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|
WA | 0.1 |
|
LPK Investment Group LLP
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NY | 0.1 |
|
Grimaldi Portfolio Solutions Inc
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|
Integrated Wealthcare LLC
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|
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FL | 0.1 |
|
Financial Counseling Inc
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OH | 0.1 |
|
Kropog Financial Group LLC
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LA | 0.1 |
|
Holdun Family Office LLC
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|
FL | 0.1 |