MILESTONE WEALTH

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

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 Status	Approved
Firm CRD#	292797
SEC#	801-117021
Assets Managed by Firm	$198,440,788
No. of Clients	646
No. of Advisors	4

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 Clients	AUM
Firm Total	646	$198,440,788
Individuals (other than high net worth individuals)	148	$52,998,287
High net worth individuals	66	$145,442,501

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