MILESTONE WEALTH, LLC
CRD #166717 SEC #801-77692 BUFFALO, NY 716-626-2556
SEC Registered
Total AUM
$102.9M
Discretionary
$102.9M
Employees
1
Clients
--
Accounts
162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $102.9M | $102.9M | $0 | 1 | 0 |
| Aug 2023 | $95.1M | $95.1M | $0 | 1 | 0 |
| Jul 2023 | $95.1M | $95.1M | $0 | 1 | 0 |
| Apr 2023 | $95.1M | $95.1M | $0 | 4 | 0 |
| Feb 2023 | $95.1M | $95.1M | $0 | 4 | 0 |
| Sep 2022 | $132.5M | $132.5M | $0 | 4 | 0 |
| Mar 2022 | $132.5M | $132.5M | $0 | 4 | 0 |
| Nov 2021 | $117.2M | $117.2M | $0 | 3 | 0 |
| Sep 2021 | $117.2M | $117.2M | $0 | 3 | 0 |
| Feb 2021 | $117.2M | $117.2M | $0 | 3 | 0 |
| Feb 2021 | $117.2M | $117.2M | $0 | 3 | 0 |
| Jun 2020 | $85.3M | $85.3M | $0 | 6 | 0 |
| Mar 2020 | $85.3M | $85.3M | $0 | 6 | 0 |
| Mar 2020 | $85.3M | $85.3M | $0 | 6 | 0 |
| Jun 2019 | $55.7M | $55.7M | $0 | 7 | 0 |
| Mar 2019 | $55.7M | $55.7M | $0 | 7 | 0 |
| Nov 2018 | $49.2M | $49.2M | $0 | 7 | 0 |
| Mar 2018 | $49.2M | $49.2M | $0 | 7 | 0 |
| Sep 2017 | $43.4M | $43.4M | $0 | 3 | 26 |
| Mar 2017 | $43.4M | $43.4M | $0 | 3 | 26 |
| Oct 2016 | $26.2M | $26.2M | $0 | 3 | 26 |
| Jul 2016 | $26.2M | $26.2M | $0 | 3 | 26 |
| Mar 2016 | $26.2M | $26.2M | $0 | 3 | 26 |
| Nov 2015 | $37.1M | $15.3M | $21.8M | 3 | 26 |
| Nov 2015 | $37.1M | $15.3M | $21.8M | 3 | 26 |
| Apr 2015 | $37.1M | $15.3M | $21.8M | 3 | 26 |
| Mar 2015 | $37.1M | $15.3M | $21.8M | 3 | 26 |
| Mar 2015 | $34.8M | $34.8M | $0 | 3 | 11 |
| Feb 2014 | $34.8M | $34.8M | $0 | 3 | 11 |
| Jun 2013 | $0 | $0 | $0 | 3 | 0 |
| Mar 2013 | $0 | $0 | $0 | 3 | 0 |
| Feb 2013 | $0 | $0 | $0 | 3 | 0 |
DateMar 2024
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$55.7M
Discretionary$55.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$55.7M
Discretionary$55.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2017
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees3
Clients26
DateOct 2016
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees3
Clients26
DateJul 2016
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees3
Clients26
DateNov 2015
Total AUM$37.1M
Discretionary$15.3M
Non-Disc.$21.8M
Employees3
Clients26
DateNov 2015
Total AUM$37.1M
Discretionary$15.3M
Non-Disc.$21.8M
Employees3
Clients26
DateApr 2015
Total AUM$37.1M
Discretionary$15.3M
Non-Disc.$21.8M
Employees3
Clients26
DateMar 2015
Total AUM$37.1M
Discretionary$15.3M
Non-Disc.$21.8M
Employees3
Clients26
DateMar 2015
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees3
Clients11
DateFeb 2014
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees3
Clients11
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0