MYLES WEALTH MANAGEMENT, LLC

59 North Main Street
Florida, New York 10921
Tel: 845-651-3070

About MYLES WEALTH MANAGEMENT, LLC

MYLES WEALTH MANAGEMENT, LLC, formally registered with the SEC as MYLES WEALTH MANAGEMENT, LLC. The firm was established in 12/24/2013. They have over 1 offices throughout the country.

MYLES WEALTH MANAGEMENT, LLC is a Florida, New York based Financial Planning firm with nearly $119,418,669 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169635
SEC#	801-78851
Assets Managed by Firm	$119,418,669
No. of Clients	592
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	592	$119,418,669
Individuals (other than high net worth individuals)	497	$85,617,601
High net worth individuals	18	$31,848,738
Pension and profit sharing plans	18	$1,884,159
Charitable organizations	Fewer than 5 clients	$68,171

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