Wealth manager, independent · White Plains, NY
Milagre Wealth Management, Inc.
SEC-registered investment adviser · CRD 309185 · SEC 801-118821
At a glance
Milagre Wealth Management, Inc. is an SEC-registered investment adviser based in White Plains, New York, with $137 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 414 individual clients. By Form ADV it is a wealth manager, ranked 7,220th of 8,915 wealth managers and 14,118th of 17,210 SEC-registered advisers by assets.
Main office 914-437-8066milagrewealth.comAs filed on Form ADV
- Regulatory AUM
- $137M
- Rank among wealth managers
- #7,220 of 8,915
- Rank among all SEC RIAs
- #14,118 of 17,210
- Rank in New York
- #2,066 of 2,591
- Individual clients
- 414
- High-net-worth clients
- 31
- Accounts
- 414
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 1
- Offices
- 5
Owners and executives on its Form ADV
- Paul A DossantosChief Compliance Officer
Custody and brokerage
Custodian
Milagre Wealth Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 383 | $75M | 55% |
| High-net-worth individuals | 31 | $62M | 45% |
Disciplinary disclosures
Milagre Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗milagrewealth.com ↗
AtlasMembers
The full record on Milagre Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 5,169 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Milagre Wealth Management, Inc. manage?
Milagre Wealth Management, Inc. reports $137 million in regulatory assets under management across 414 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Milagre Wealth Management, Inc.?
Milagre Wealth Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Milagre Wealth Management, Inc.’s clients?
By assets, its largest client types are individuals ($75 million, 383 clients); high-net-worth individuals ($62 million, 31 clients).
Does Milagre Wealth Management, Inc. have any disciplinary history?
Milagre Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Milagre Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →