RIA Intel›Advisers›Ohio›MILESTONE WEALTH STRATEGIES LLC

MILESTONE WEALTH STRATEGIES LLC

Advisory

COLUMBUS, OH

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account

$225K

across 85 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

68 clients

8 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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GRUBB WEALTH MANAGEMENT LLC

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THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC

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