# MILLSTONE WEALTH PARTNERS, LLC

MILLSTONE WEALTH PARTNERS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 174410
- Type: SEC-registered investment adviser
- SEC file number: 801-80825
- Location: 470 ATLANTIC AVENUE, 4TH FLOOR, BOSTON, MA, 02210
- Phone: 617-391-0424
- Latest filing: 2017-04-07
- Regulatory AUM: $30.0M
- Discretionary AUM: $30.0M
- Clients: 1
- Accounts: 55

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [GRADY MATTHEW](https://search.stillhousedata.com/person/727690) | MANAGING MEMBER/CCO | — |
| [ISDANER CODY CHARLES](https://search.stillhousedata.com/person/816705) | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174410/similar
- Related entities: https://search.stillhousedata.com/firm/174410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174410

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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.