MILESTONE WEALTH, LLC info
MILESTONE WEALTH, LLC (SEC CIK 1904020) first filed with the SEC on 2022-02-16 (Form 13F-HR) and has filed 5 times since, including 4 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 737 MAIN STREET, SUITE 100, BUFFALO, NY, 140203.
- Name: Value MILESTONE WEALTH, LLC.
- SEC CIK: Value 1904020.
- State of organization: Value —.
- Business address: Value 737 MAIN STREET, SUITE 100, BUFFALO, NY, 140203.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | MILESTONE WEALTH, LLC |
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| SEC CIK | 1904020 |
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| State of organization | |
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| Business address | 737 MAIN STREET, SUITE 100, BUFFALO, NY, 140203 |
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| Mailing address | 737 MAIN STREET, SUITE 100, BUFFALO, NY, 140203 |
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| Phone | 716-883-1833 |
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| Fiscal year end | |
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| Former names | Monolith Advisors (2022-02-16 to 2022-02-16) |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2022-02-16 (Form 13F-HR) |
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| Latest SEC filing | 2022-11-16 (Form 13F-HR/A) |
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| Filings on EDGAR | 5 |
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| First Form 13F-HR | 2022-02-16 (quarter ended 2021-12-31) |
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| Latest Form 13F-HR | 2022-11-14 (quarter ended 2022-09-30) |
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| Form 13F-HR filings | 4 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 5 | 4 |
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