MILAGRE WEALTH MANAGEMENT, INC.

CRD 309185File 801-118821

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$137.1M

Bottom 25% of cohort (national)

Discretionary AUM

$137.1M

Clients

414

414 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: May 29, 2020
Principal office: 120 BLOOMINGDALE ROAD, SUITE 3400, WHITE PLAINS, NY, 10605
Phone: 914-437-8066
Website: http://milagrewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $137.1M
Discretionary AUM: $137.1M
Non-discretionary AUM: $0
Discretionary accounts: 414
Non-discretionary accounts: 0
Total accounts: 414
AUM per client: $331K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	31	$61.8M
Individuals (other than high net worth individuals)	383	$75.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	390	414	increased by24
Apr 1, 2026	AUM	$123,605,141	$137,123,027	increased by$13,517,886
Apr 1, 2026	Accounts	390	414	increased by24
Dec 1, 2025 vs May 1, 2025	Clients	384	390	increased by6
Dec 1, 2025 vs May 1, 2025	AUM	$11,448,363,333	$123,605,141	decreased by$11,324,758,192
Dec 1, 2025 vs May 1, 2025	Accounts	384	390	increased by6
May 1, 2025 vs Oct 1, 2022	Employees	3	4	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	217	384	increased by167
May 1, 2025 vs Oct 1, 2022	AUM	$92,485,487	$11,448,363,333	increased by$11,355,877,846
May 1, 2025 vs Oct 1, 2022	Accounts	311	384	increased by73
Apr 1, 2022	Clients	168	217	increased by49
Apr 1, 2022	AUM	$90,480,632	$92,485,487	increased by$2,004,855
Apr 1, 2022	Accounts	248	311	increased by63
Nov 1, 2021	Disclosures	Yes	No
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MILAGRE WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILAGRE WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.