$8.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2012
- Office Locations
- 1
Office Locations
6860 N. Dallas Parkway Suite 200 Plano TX
About Milestone Wealth Strategies
Milestone Wealth Strategies is a Plano, TX RIA serving retail clients with a safety-first, tactical approach. Portfolios are monitored daily using Point & Figure charting and the firm’s proprietary MAPS system to adjust exposure, raise cash, or short indices as trends shift. Uses a mix of ETFs and other liquid vehicles across equities and fixed income, with options used in some strategies.
Team overview
67 AVG AGE
$8.0M AVG AUM / ADVISOR
$195.1K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Alpha
Custodian
Vital legacy
Investment Themes
Zenith momentum Fusion Optima element
Investment Vehicles
Catalyst quantum
Services
Pathway catalyst North Prime pioneer Prime
Owner & Executives
JAMES FRANKLIN SCOTT
Managing Member, Managing Partner, President
- CRD
- #2221856
- Ownership
- 75% or more
(928) 817-3322
insight.summit@matrixcapital.com
in linkedin.com/in/vertex-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Equity - Exchange:
18.2% Cash:
22.3% Corporate - Investment Grade:
26.4% Corporate - Non-Investment Grade:
24.3% U.S. Government/Agency:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,052,196,979 | 18.2% |
| Cash | $1,289,230,365 | 22.3% |
| Corporate - Investment Grade | $1,526,263,750 | 26.4% |
| Corporate - Non-Investment Grade | $1,404,856,407 | 24.3% |
| U.S. Government/Agency | $508,754,584 | 8.8% |
| Total | $5,781,302,085 | 100.0% |