MILESTONE WEALTH, LLC
SEC file number 801-77692
· BUFFALO, NY
https://milestoneinternet.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$102.9M
Discretionary AUM
$102.9M
Employees
1
Clients
—
Firm
- Address
- 50 FOUNTAIN PLAZA 13TH FLOOR
BUFFALO, NY 14202 - Phone
- —
- Website
- https://milestoneinternet.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Milestone Capital Partners, Inc. Medium name-match confidence · CIK 2137108 · MI
-
Milestone Capital Partners, Inc. · D · Jun 3, 2026$11.5M