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MILESTONE WEALTH

500 Red Banks Road
Suite D
Greenville, North Carolina 27858
Tel: 252-756-7005

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About MILESTONE WEALTH

MILESTONE WEALTH, formally registered with the SEC as MILESTONE WEALTH. The firm was established in 07/22/2019. They have over 1 offices throughout the country.

MILESTONE WEALTH is a Greenville, North Carolina based Financial Planning firm with nearly $198,440,788 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#292797
SEC#801-117021
Assets Managed by Firm$198,440,788
No. of Clients646
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS)

Firm Client Information

No. of ClientsAUM
Firm Total646$198,440,788
Individuals (other than high net worth individuals)148$52,998,287
High net worth individuals66$145,442,501

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