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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, AUSTIN, V | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, AUSTIN, V | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, AUSTIN, V | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, LEWIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAIR, JOHN, THEODORE | I | PRESIDENT | E | Control |
| CLB, LLC | DE | SHAREHOLDER/OWNER | E | Control |
| CLB, LLC | DE | SHAREHOLDER/OWNER | E | Control |
| CLB, LLC | DE | SHAREHOLDER/OWNER | E | Control |
| MILESTONE & CO., LLC | DE | MANAGING MEMBER | E | Control |
| MILESTONE & CO., LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SEVENTH AMENDMENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAIR, JOHN, THEODORE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MILESTONE CONSULTING LLC | DE | MEMBER | C | Control |
| MILESTONE CONSULTING LLC | DE | MEMBER | C | Control |
| MILESTONE CONSULTING LLC | DE | MEMBER | C | Control |
| MILESTONE CONSULTING LLC | DE | MEMBER | C | Control |
| MILESTONE CONSULTING LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | SEVENTH AMENDMENT HOLDINGS, LLC | E | Control |
| KELLY, AUSTIN, V | I | CLB, LLC | E | Control |
| KELLY, AUSTIN, V | I | CLB, LLC | E | Control |
| KELLY, AUSTIN, V | I | CLB, LLC | E | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE CONSULTING LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE CONSULTING LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE CONSULTING LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE CONSULTING LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE CONSULTING LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE & CO., LLC | D | Control |
| BAIR, JOHN, THEODORE | I | MILESTONE & CO., LLC | D | Control |
| Fogle, AMY, LYNN | I | MILESTONE & CO., LLC | C | Control |
| Fogle, AMY, LYNN | I | MILESTONE & CO., LLC | C | Control |
| SAPERSTON, HOWARD | DE | MILESTONE CONSULTING LLC | C | Control |
| SAPERSTON, HOWARD | DE | MILESTONE CONSULTING LLC | C | Control |
| SAPERSTON, HOWARD | DE | MILESTONE CONSULTING LLC | C | Control |
| SAPERSTON, HOWARD | DE | MILESTONE CONSULTING LLC | C | Control |
| SAPERSTON, HOWARD | DE | MILESTONE CONSULTING LLC | C | Control |
Registrations
Federal
IA
Mar 6, 2024 REGISTERED
Notice Filings (5)
MA NH NJ NY PA
Address
50 FOUNTAIN PLAZA 13TH FLOORBUFFALO, NY 14202
United States
Phone: 716-626-2556