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MILESTONE ASSET MANAGEMENT, LLC

PITTSBURGH, PA · CRD 310441 · IAPD ↗ · 412-643-3058

$690.7MRegulatory AUM
13Advisory reps
13Employees
5Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — MILESTONE ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2026 — MILESTONE ASSET MANAGEMENT, LLC reported RAUM up 26% ($546.3M -> $690.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
February 2026 — MILESTONE ASSET MANAGEMENT, LLC notice-filed in CA, DC, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MILESTONE ASSET MANAGEMENT, LLC notice-filed in MI, NH, SC, TN, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — MILESTONE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($445.8M -> $546.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — MILESTONE ASSET MANAGEMENT, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
November 2024 — MILESTONE ASSET MANAGEMENT, LLC changed its website from milestoneassetmanagement.com to legacycapitalplanners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — MILESTONE ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — MILESTONE ASSET MANAGEMENT, LLC now reports custody of client assets ($110.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — MILESTONE ASSET MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
February 2024 — MILESTONE ASSET MANAGEMENT, LLC changed its website from milestoneam.com to milestoneassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2024 — MILESTONE ASSET MANAGEMENT, LLC notice-filed in DE, FL, NC, NY, OH, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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