Milagre Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Milagre Wealth Management reports 414 clients. They include 383 individual clients and 31 high-net-worth individuals. Of its assets, 100.0% ($137M across 414 accounts) are managed with discretion. It advised 300 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 55% |
| High-net-worth individuals | 7% | 45% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 383 | $75.3M | 54.9% | $197K |
| High-net-worth individuals | 31 | $61.8M | 45.1% | $1.99M |
| Total | 414 | $137M | 100% | $331K |
- Clients
- 383
- Regulatory AUM
- $75.3M
- AUM share
- 54.9%
- Avg. per client
- $197K
- Clients
- 31
- Regulatory AUM
- $61.8M
- AUM share
- 45.1%
- Avg. per client
- $1.99M
Total
- Clients
- 414
- Regulatory AUM
- $137M
- AUM share
- 100%
- Avg. per client
- $331K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 300
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Milagre Wealth Management charges 1.00%–1.50% a year for its Investment Management Services (IMS). The fee is billed in arrears and is negotiable.
Fee details and sources
Paul Dossantos owns 75% or more of Milagre Wealth Management. The leadership team of Milagre Wealth Management includes Chief Compliance Officer Paul Dossantos. It has 4 employees, 1 of them in advisory roles.
Leadership
- Paul DossantosChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 1 in advisory functions
- 1 insurance agent
- Owns 75% or more of Milagre Wealth Management, Inc.
Paul Dossantos
Control person · since January 2020
Milagre Wealth Management’s regulatory assets grew 1.5× from $90.5M (March 2021) to $137M (March 2026); clients rose from 168 to 414 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $137M | 414 | 4 | 5 |
| July 2025 | $11.4B | 384 | 4 | 5 |
| March 2024 | $83.8M | 350 | 3 | 5 |
| March 2023 | $71.7M | 236 | 3 | 5 |
| June 2022 | $92.5M | 217 | 3 | 5 |
| March 2021 | $90.5M | 168 | 3 | 5 |
Besides its headquarters, Milagre Wealth Management has 4 offices (2 private residences, listed without an address), with 3 listed addresses in New York and Ohio.
New York · 2 listed addresses
- 120 Bloomingdale Road, Suite 3400, White PlainsHQ
- 670 Franklin Street, 2nd Floor, Schenectady
Ohio · 1 listed address
- 10979 Reed Hartman Highway, Cincinnati
Contact and registration details
- Legal name
- Milagre Wealth Management, Inc.
- Headquarters
- 120 Bloomingdale Road, Suite 3400, White Plains, NY 10605
- Website
- milagrewealth.com
- Phone
- 914-437-8066
- SEC file
- 801-118821
- Structure
- New York corporation
- Fiscal year end
- December
Milagre Wealth Management does not have custody of client assets.
At year end, Milagre Wealth Management’s separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Funds1%
How many clients does Milagre Wealth Management have?
Milagre Wealth Management has 414 clients and manages $137 million for them, as of March 2026. They include 383 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Milagre Wealth Management offer?
Milagre Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Milagre Wealth Management charge?
Milagre Wealth Management charges 1.00%–1.50% a year for its Investment Management Services (IMS). The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 31 March 2026
How many financial advisors does Milagre Wealth Management have?
Milagre Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Milagre Wealth Management invest in?
At the end of its last fiscal year, Milagre Wealth Management’s separately managed accounts held 99% exchange-traded equities and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Milagre Wealth Management?
Milagre Wealth Management’s direct owner is Paul Dossantos (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Milagre Wealth Management get paid?
Milagre Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Milagre Wealth Management?
Milagre Wealth Management’s main office is at 120 Bloomingdale Road, Suite 3400, White Plains, NY 10605. Its phone number is 914-437-8066. Its website is milagrewealth.com.