# MILESTONE WEALTH ADVISORS, INC.

MILESTONE WEALTH ADVISORS, INC. of GREENVILLE, DE is an SEC-registered investment adviser.

## Registration

- CRD: 149667
- Type: SEC-registered investment adviser
- SEC file number: 801-108449
- Location: 3701 KENNETT PIKE, SUITE 300, GREENVILLE, DE, 19807
- Phone: 302-351-1988
- Latest filing: 2018-08-22
- Regulatory AUM: $65.2M
- Discretionary AUM: $65.2M
- Clients: 3
- Accounts: 262

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SICURANZA MICHAEL JOSEPH | SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| LAMARCHE LISA M | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149667/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149667/similar
- Related entities: https://search.stillhousedata.com/firm/149667/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149667

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.