WHITE PLAINS, NYCRD 309185Latest ADV March 31, 2026
Milagre Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 31, 2026, reports $137M in regulatory assets under management, 4 employees, 4 offices, and 414 accounts.
Assets Under Management
$137M
Employees
4
Offices
4 offices
Total Clients
414
Primary office
WHITE PLAINS, NY
120 BLOOMINGDALE ROAD, SUITE 3400, WHITE PLAINS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
383
2
HNWI
7.5%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 31, 2026
Discretionary100.0%
$137M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$137M
Total Accounts414
10Y AUM Change+$137M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee104:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.