Milagre Wealth Management, Inc.
● SEC registered since 2020CRD 309185SEC# 801-118821White Plains, NY
Reg. AUM
$137.1M
Employees
4
Accounts
414
Location
White Plains, NY
Milagre Wealth Management, Inc. assets under management
Milagre Wealth Management, Inc. is an investment advisory firm registered with the SEC based in White Plains, NY. The firm has been registered since 2020. It reports $137.1 million in regulatory assets under management and employs 4 people.
Milagre Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul A Dossantos Control | Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Milagre Wealth Management, Inc. manage?
Milagre Wealth Management, Inc. reports $137.1 million in regulatory assets under management on its Form ADV.
How many employees does Milagre Wealth Management, Inc. have?
Milagre Wealth Management, Inc. reports 4 employees.
Where is Milagre Wealth Management, Inc. located?
Milagre Wealth Management, Inc. is based in White Plains, NY and has been SEC-registered since 2020.
Does Milagre Wealth Management, Inc. disclose fund performance?
Milagre Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Bloomingdale Road, Suite 3400, White Plains, NY 10605 |
| Phone | 914-437-8066 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.1M▼ 99%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$137.1Mregulatory AUM
Discretionary $137.1M