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MILESTONE WEALTH, LLC

BUFFALO, NY · CRD 166717 · IAPD ↗ · 716-626-2556

$102.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — MILESTONE WEALTH, LLC (BUFFALO, NY) left the SEC roster (was $102.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2024 — MILESTONE WEALTH, LLC now reports custody of client assets ($102.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.