MILESTONE WEALTH STRATEGIES

MILESTONE WEALTH STRATEGIES of COLUMBUS, OH is an SEC-registered investment adviser (CRD 306297). Regulatory assets under management: $19.1M.

Registration

• CRD: 306297
• Type: Registered investment adviser
• Location: 620 EAST BROAD STREET - SUITE J, COLUMBUS, OH, 43215
• Phone: 614-361-5559
• Latest filing: 2026-07-15
• Regulatory AUM: $19.1M
• Discretionary AUM: $19.1M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306297 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search