CRD: 309185
Milagre Wealth Management, Inc.
$137.1M Total AUM
$137.1M Disc. AUM
-- 3Y CAGR
4 Employees
714 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
120 Bloomingdale Road, Suite 3400 White Plains NY
About Milagre Wealth Management, Inc.
Milagre Wealth Management is a fee-only RIA providing investment advisory and holistic financial planning under a fiduciary standard. Led by Paul A. Dossantos, the firm emphasizes long-term relationships (including 40+ years of planning work) and primarily implements ETF-based portfolios with an asset-allocation, risk-management approach. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$137.1M AVG AUM / ADVISOR
$192.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Peak horizon Capital
Custodian
Momentum pioneer Radial pathway
Investment Themes
Foundation Element Catalyst Element
Investment Vehicles
Alpha Eagle fusion
Services
Delta Horizon alpha Foundation oak Timber
Owner & Executives
P
PAUL A DOSSANTOS
Chief Compliance Officer, Senior Vice President
- CRD
- #2822667
- Ownership
- 75% or more
(461) 933-9672
pioneer.focus@oakcapital.com
in linkedin.com/in/radial-peak
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jason Dos Santos
--
- CRD
- #7986261
(906) 637-7019
pathway.harbor@beaconcapital.com
in linkedin.com/in/atlas-meridian
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,123,027 | $331,215 |
| Non-Discretionary | $0 | -- |
| Total | $137,123,027 | $331,215 |
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Separately Managed Accounts
Total SMA Asset: $137,123,027
Equity - Exchange:
73.0% Private Funds:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,096,866,069 | 73.0% |
| Private Funds | $2,255,005,258 | 27.0% |
| Total | $8,351,871,327 | 100.0% |