RIA Intelligence

MILESTONE ASSET MANAGEMENT, LLC

CRD #310441 SEC #801-120519 PITTSBURGH, PA 412-643-3058
SEC Registered
Total AUM
$546.3M
Discretionary
$546.3M
Employees
11
Clients
10
Accounts
2,892

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 27, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
AUSHERMAN, MICHAEL, DAVIDIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
BAKER, RICHARD, TODDIMANAGING PARTNERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
IRACI, JOSEPH, CHRISTOPHERICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
PRITCHARD, JAMES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERC Control
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERC
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERC Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERB Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERB Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERB Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERB Control
HAYES, THOMAS, BRIANIMEMBER, MANAGING PARTNERB Control
LEE, SHAWN, PATRICKIMEMBER, MANAGING PARTNERB Control
LEE, SHAWN, PATRICKIMEMBER, MANAGING PARTNERB Control
LEE, SHAWN, PATRICKIMEMBER, MANAGING PARTNERB Control
LEE, SHAWN, PATRICKIMEMBER, MANAGING PARTNERB Control
LEE, SHAWN, PATRICKIMEMBER, MANAGING PARTNERB Control
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERB
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERB
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERB
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERB
THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015DEMEMBERB
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERB
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERB
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERB
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERB
THE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017DEMEMBERB
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERB Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERB Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERB Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERB Control
WEST, WALTER, JOHNIMEMBER, MANAGING PARTNERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
AUSHERMAN, MICHAEL, DAVIDITHE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control
BAKER, RICHARD, TODDITHE RICHARD TODD BAKER LIVING TRUST, DATED JANUARY 19, 2017F Control

Registrations

Federal

IA
May 27, 2025 REGISTERED

Notice Filings (15)

DE FL IN MD MI NC NH NY OH PA SC TN TX VA WV

Address

8160 PERRY HIGHWAY
PITTSBURGH, PA 15237
United States
Phone: 412-643-3058