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MILESTONE WEALTH STRATEGIES
MILESTONE WEALTH STRATEGIES LLC
CRD 306297
620 EAST BROAD STREET - SUITE J, COLUMBUS, OH, 43215, United States
Phone
614-361-5559
Fax
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Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$12.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-01-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $6.1M |
| High net worth individuals | 4 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD