MILAGRE WEALTH MANAGEMENT, INC.

120 Bloomingdale Road, Suite 3400
White Plains, New York 10605
Tel: 914-437-8066

About MILAGRE WEALTH MANAGEMENT, INC.

MILAGRE WEALTH MANAGEMENT, INC, formally registered with the SEC as MILAGRE WEALTH MANAGEMENT, INC. The firm was established in 05/29/2020. They have over 5 offices throughout the country.

MILAGRE WEALTH MANAGEMENT, INC. is a White Plains, New York based Financial Planning firm with nearly $11,448,363,333 assets under management, offering retirement planning & investment advisory services to 384 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309185
SEC#	801-118821
Assets Managed by Firm	$11,448,363,333
No. of Clients	384
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	384	$11,448,363,333
Individuals (other than high net worth individuals)	359	$6,609,356,536
High net worth individuals	25	$4,839,006,797

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