RIA Intel›Advisers›Illinois›MILESTONE MONEY, LLC

MILESTONE MONEY, LLC

Advisory

CHICAGO, IL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,165

of 1,719 advisers by AUM

Average account

$371K

across 151 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

47 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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