RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 7, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
GRADY, MATTHEWIMANAGING MEMBER/CCOE Control
ISDANER, CODY, CHARLESICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control
ISDANER, CODY, CHARLESICHIEF COMPLIANCE OFFICER AND MANAGING MEMBERE Control

Registrations

Federal

IA
Apr 7, 2017 REGISTERED

Notice Filings (1)

MA

Address

470 ATLANTIC AVENUE, 4TH FLOOR
BOSTON, MA 02210
United States
Phone: 617-391-0424