MILAGRE WEALTH MANAGEMENT, INC.
CRD #309185 SEC #801-118821 WHITE PLAINS, NY 914-437-8066
SEC Registered
Total AUM
$123.6M
Discretionary
$123.6M
Employees
4
Clients
11
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $123.6M | $123.6M | $0 | 4 | 0 |
| Aug 2025 | $11.4B | $11.4B | $0 | 4 | 0 |
| Jul 2025 | $11.4B | $11.4B | $0 | 4 | 0 |
| Apr 2025 | $11.4B | $11.4B | $0 | 4 | 0 |
| Jan 2025 | $11.4B | $11.4B | $0 | 4 | 0 |
| Mar 2024 | $83.8M | $83.8M | $0 | 3 | 0 |
| Oct 2023 | $71.7M | $71.7M | $0 | 3 | 0 |
| Mar 2023 | $71.7M | $71.7M | $0 | 3 | 0 |
| Jun 2022 | $92.5M | $92.5M | $0 | 3 | 0 |
| Mar 2022 | $92.5M | $92.5M | $0 | 3 | 0 |
| Oct 2021 | $90.5M | $90.5M | $0 | 3 | 0 |
| Mar 2021 | $90.5M | $90.5M | $0 | 3 | 0 |
| Nov 2020 | $81.4M | $81.4M | $0 | 3 | 0 |
| Nov 2020 | $81.4M | $81.4M | $0 | 3 | 0 |
| Nov 2020 | $81.4M | $81.4M | $0 | 3 | 0 |
| Sep 2020 | $79.4M | $79.4M | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| Apr 2020 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$81.4M
Discretionary$81.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0