# Milestone Holdings

Milestone Holdings is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Danville, CA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/milestone-holdings

## About

Milestone Holdings is an SEC-registered investment adviser in Dallas, TX, registered since 2012. The firm manages approximately $2.4 billion in regulatory assets. It has 33 employees and 13 investment advisers.

## Questions

### Who runs investment decisions at Milestone Holdings?

No named principals or investment professionals are publicly associated with Milestone Holdings. The firm does not disclose its leadership or investment committee structure in any public filings or press.

### What is the wealth origin behind Milestone Holdings?

The source of wealth for the family behind Milestone Holdings is not publicly identified. The firm does not disclose this information in available records.

### What sectors does Milestone Holdings target?

No sector preferences are documented for Milestone Holdings in public records. Without disclosed portfolio companies or stated strategy, sector focus cannot be determined.

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Last updated: 2026-07-06T01:24:21.379Z

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