# MILESTONE WEALTH STRATEGIES

MILESTONE WEALTH STRATEGIES of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 162625
- Type: SEC-registered investment adviser
- Location: 6860 N. DALLAS PARKWAY, PLANO, TX, 75024
- Phone: 972-378-5577
- Latest filing: 2024-03-26
- Regulatory AUM: $8.0M
- Discretionary AUM: $7.0M
- Non-discretionary AUM: $1.0M
- Clients: 1
- Accounts: 41

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162625/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162625/similar
- Related entities: https://search.stillhousedata.com/firm/162625/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162625

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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.