Also known as milagre wealth
Milagre Wealth Management is a fee-only registered investment advisory firm based in White Plains, New York. Founded in 2020, it reports about $92 million in assets and operates as a fiduciary, combining investment advisory services with holistic financial planning for individual clients. The firm states that some client relationships with its founder span more than 40 years of financial planning service. It uses Schwab as custodian of client assets, and the two firms are separate and unaffiliated.
Public regulatory records matched to Milagre Wealth Management from SEC and IRS filings.
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Milagre Wealth Management is a wealth manager based in White Plains, United States, managing approximately $92M in assets.
Milagre Wealth Management is headquartered in White Plains, United States.
Milagre Wealth Management manages approximately $92M in assets under management.
Milagre Wealth Management was founded in 2020.
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