# MILESTONE WEALTH, LLC

MILESTONE WEALTH, LLC of BUFFALO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 166717
- Type: SEC-registered investment adviser
- SEC file number: 801-77692
- Location: 50 FOUNTAIN PLAZA 13TH FLOOR, BUFFALO, NY, 14202
- Phone: 716-626-2556
- Latest filing: 2024-03-06
- Regulatory AUM: $102.9M
- Discretionary AUM: $102.9M
- Clients: 1
- Accounts: 162

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SMITH MATTHEW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BAIR JOHN THEODORE | MANAGING MEMBER; MEMBER; PRESIDENT (+1 more) | — |
| Fogle AMY LYNN | MEMBER | — |
| KELLY AUSTIN V | MANAGER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166717/similar
- Related entities: https://search.stillhousedata.com/firm/166717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166717

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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.