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MILAGRE WEALTH MANAGEMENT, INC.
CRD 309185 · SEC 801-118821
120 BLOOMINGDALE ROAD, SUITE 3400, WHITE PLAINS, NY, 10605, United States
Phone
914-437-8066
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.1M
Discretionary AUM
$137.1M
Team
4 total employees; 1 advisory reps; 300 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 383 | $75.3M |
| High net worth individuals | 31 | $61.8M |
States served
NJ, NY, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD