M
CRD: 314573
Milestone Wealth Management & Insurance, LLC
Honolulu, HI
8086791330
$2.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2025
- Office Locations
- 1
Office Locations
-- Honolulu HI
About Milestone Wealth Management & Insurance, LLC
Milestone Wealth Management & Insurance, LLC is a Honolulu-based RIA. The firm has been operating for 1 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$168.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
North Capital meridian
Client Personas
Focus
Investment Themes
Vector Peak summit Legacy Zenith insight
Investment Vehicles
Prime summit
Services
Optima Momentum alpha Delta bridge Eagle north Peak Alpha ember Focus insight Momentum
Owner & Executives
A
ADAM L. VILA
Chief Compliance Officer, FOUNDER
- CRD
- #4832775
- Ownership
- 75% or more
(347) 385-6764
pathway.value@focuscapital.com
in linkedin.com/in/ridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,185,000 | -- |
| Total | $2,185,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,185,000
Equity - Exchange:
38.9% Cash:
61.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,034,565,506 | 38.9% |
| Cash | $1,624,985,924 | 61.1% |
| Total | $2,659,551,430 | 100.0% |