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MYLES WEALTH MANAGEMENT, LLC

FLORIDA, NY · CRD 169635 · IAPD ↗ · myleswealthmanagement.com · 845-651-3070

$97.1MRegulatory AUM
1Advisory reps
5Employees
18Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — MYLES WEALTH MANAGEMENT, LLC (FLORIDA, NY) left the SEC roster (was $97.1M 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
50
April 2025 — MYLES WEALTH MANAGEMENT, LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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