MILLSTONE WEALTH PARTNERS, LLC
CRD #174410 SEC #801-80825 BOSTON, MA 617-391-0424
SEC Registered
Total AUM
$30M
Discretionary
$30M
Employees
1
Clients
11
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $30M | $30M | $0 | 1 | 11 |
| Mar 2017 | $30M | $30M | $0 | 1 | 11 |
| Jan 2017 | $104.2M | $29.8M | $74.4M | 1 | 11 |
| Mar 2016 | $104.2M | $29.8M | $74.4M | 1 | 11 |
| May 2015 | $106.6M | $31.6M | $75M | 1 | 0 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
DateApr 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients11
DateMar 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients11
DateJan 2017
Total AUM$104.2M
Discretionary$29.8M
Non-Disc.$74.4M
Employees1
Clients11
DateMar 2016
Total AUM$104.2M
Discretionary$29.8M
Non-Disc.$74.4M
Employees1
Clients11
DateMay 2015
Total AUM$106.6M
Discretionary$31.6M
Non-Disc.$75M
Employees1
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0