MILESTONE WEALTH STRATEGIES

RIASEC Registered

Total AUM

$12.2M

Discretionary

$12.2M

100% of AUM

Avg account

$155K

Accounts

79

Employees

1

Advisory reps

1

Firm details

Headquarters: COLUMBUS, Ohio
CRD number: 306297
Website: www.milestonewealthstrat.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals50.06%
HNWI49.94%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Milestone Wealth Strategies operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. Milestone Wealth Strategies also engages in educational seminars and workshops, catering primarily to individual and family clients. The firm does not actively invest in ESG opportunities and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents6%

Owners & executives

1 of 1

TERRIE AUSTIN
Founder & CEOCRD 2334313

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: FRANKLIN
Address: 620 E Broad St
Time zone: ET (UTC-5)
Office locations

Similar firms

COMMON WEALTH MANAGEMENT LLC

COLUMBUS, OH

AUM $9.9MTEAM 2REPS 2

DIAMOND EQUITY ADVISORS

COLUMBUS, OH

AUM $16.4MTEAM 1REPS 1

KURFEES CAPITAL MANAGEMENT, LLC

COLUMBUS, OH

AUM $8.5MTEAM 1REPS 1

TRICORD WEALTH ADVISORS

COLUMBUS, OH

AUM $7.7MTEAM 1REPS 1

EFS WEALTH MANAGEMENT LLC

COLUMBUS, OH

AUM $19.5MTEAM 1REPS 1

KIPI FINANCIAL PLANNING LLC

COLUMBUS, OH

AUM $5.5MTEAM 1REPS 1

More RIAs in COLUMBUS →All Ohio RIAs →