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MILAGRE WEALTH MANAGEMENT, INC.

WHITE PLAINS, NY · CRD 309185 · IAPD ↗ · milagrewealth.com · 914-437-8066

$137.1MRegulatory AUM
1Advisory reps
4Employees
300Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — MILAGRE WEALTH MANAGEMENT, INC. reported RAUM down 99% ($11.45B -> $123.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
August 2025 — MILAGRE WEALTH MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
February 2025 — MILAGRE WEALTH MANAGEMENT, INC. crossed $1B in regulatory AUM ($83.8M -> $11.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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