{"url":"https://nivawealth.com/firms/milagre-wealth-management-309185","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309185","regulatoryAum":137123027,"crd":"309185","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7986261","suffix":null,"lastName":"Dos 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York","offices":2,"addresses":[{"street":"120 Bloomingdale Road, Suite 3400","city":"White Plains","headquarters":true},{"street":"670 Franklin Street, 2nd Floor","city":"Schenectady"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"10979 Reed Hartman Highway","city":"Cincinnati"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"914-437-8066","stateRegisteredReps":0,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309185/PDF/309185.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036637","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Milagre Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Milagre Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Milagre Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Milagre Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Milagre Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Milagre Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Milagre Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Milagre Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}