CRD: 309185
Milagre Wealth Management, Inc.
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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
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.
Reported data analysis
What the numbers show
Between October 1, 2025 and March 31, 2026, reported AUM increased 10.9%, from $123.6M to $137.1M.
Across 5 reported observations, AUM increased 48.3% between June 7, 2022 and March 31, 2026, from $92.5M to $137.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 714 clients, or 714 clients per representative. That equates to $192.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAUL A DOSSANTOS
Chief Compliance Officer, Senior Vice President
- CRD
- #2822667
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jason Dos Santos
--
- CRD
- #7986261
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Milagre Wealth Management, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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