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MILESTONE WEALTH

GREENVILLE, NC · CRD 292797 · IAPD ↗ · milestonewealthusa.com · 252-756-7005

$221.5MRegulatory AUM
3Advisory reps
5Employees
11Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2026 — MILESTONE WEALTH (GREENVILLE, NC) left the SEC roster (was $221.5M RAUM, 3 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
58
April 2026 — MILESTONE WEALTH reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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