MILESTONE WEALTH MANAGEMENT & INSURANCE, LLC

MILESTONE WEALTH MANAGEMENT & INSURANCE, LLC is an SEC-registered investment adviser (CRD 314573). Regulatory assets under management: $2.2M.

Registration

• CRD: 314573
• Type: Registered investment adviser
• Phone: 808-679-1330
• Latest filing: 2026-03-31
• Regulatory AUM: $2.2M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search