# Milagre Wealth Management

Milagre Wealth Management is a Bank / Wealth / Trust based in White Plains, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** White Plains, NY, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** milagrewealth.com
- **LinkedIn:** https://www.linkedin.com/company/milagre-wealth-management-inc.

## Regulatory record

- **CRD number:** 309185
- **SEC file number:** 801-118821
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309185

## About

Milagre Wealth Management formed in 2020 with a self-described mission rooted in fiduciary duty and multi-decade advisory continuity. Founder Paul anchors the firm's marketing on relationships cultivated over 40 years, positioning the RIA as a steward for individuals, high-net-worth families, trusts, and estates. The entity operates under a fee-only model and invokes the Portuguese word for miracle to brand its service ethos. The firm delivers investment management paired with holistic financial planning. Its brochure confirms a standard registered investment advisor structure — client assets are held with Charles Schwab, which acts as an unaffiliated custodian. The Form ADV outlines advisory services for high-net-worth individuals and trusts, but the firm does not publicly disclose specific asset-class allocations, tracked portfolio companies, or proprietary fund vehicles. Public materials default to broad fiduciary language rather than named investment positions. Milagre's public footprint shows a single White Plains office without disclosed team headcount or adjacent operating vehicles. The firm has not published recent operational milestones or deployment figures. Its Form CRS and Privacy Notice are available through the website, completing the standard regulatory disclosure suite for a small-practice RIA. Structurally, Milagre distinguishes itself through the longevity of its founder's client relationships rather than an unusual mandate or hybrid architecture. The firm's governance centers on a single named practitioner, which concentrates succession risk and makes the continuity of those four-decade advisory ties the core operating thesis.

## People

- Paul — Founder/Lead Advisor

## Questions

### Who runs investment decisions at Milagre Wealth Management?

The firm's founder, identified publicly only as Paul, leads advisory and investment decisions. His professional narrative emphasizes over 40 years of individual client relationships, which the firm cites as the foundation of its practice.

### How does Milagre Wealth Management structure its fees?

Milagre operates as a fee-only Registered Investment Advisor. It charges directly for advisory and planning services rather than earning commissions on product sales, a structure that aligns with its stated fiduciary commitment.

### Where are client assets custodied?

Client assets are held with Charles Schwab, which serves as an unaffiliated third-party custodian. Schwab does not endorse or recommend Milagre, and the two firms operate independently of each other.

### What client types does Milagre Wealth Management serve?

The firm advises individuals, high-net-worth individuals, trusts, and estates. Its Form ADV filing confirms these client categories, though the firm does not publish specific client counts or asset minimums.

### Does Milagre disclose specific portfolio holdings or investment strategies?

No. Public materials reference broad investment advisory and financial planning services without naming specific securities, asset-class weightings, or external fund managers. The firm does not publish performance data or commentary on its portfolio construction.

## Related profiles

- [MiLA Capital](https://altss.com/profile/mila-capital)
- [Milamber Ventures](https://altss.com/profile/milamber-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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