MILESTONE WEALTH ADVISORS, INC.
CRD #149667 SEC #801-108449 GREENVILLE, DE 302-351-1988
SEC Registered
Total AUM
$65.2M
Discretionary
$65.2M
Employees
3
Clients
1
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $65.2M | $65.2M | $0 | 3 | 0 |
| Jul 2018 | $65.2M | $65.2M | $0 | 3 | 0 |
| May 2018 | $65.2M | $65.2M | $0 | 3 | 0 |
| Mar 2018 | $65.2M | $65.2M | $0 | 4 | 0 |
| Jan 2018 | $113M | $113M | $0 | 3 | 0 |
| Feb 2017 | $113M | $113M | $0 | 4 | 200 |
| Jan 2017 | $108.7M | $108.7M | $0 | 5 | 200 |
| Sep 2016 | $108.7M | $108.7M | $0 | 5 | 200 |
DateAug 2018
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients200
DateSep 2016
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients200