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Milestone Wealth Management & Insurance, LLC
Milestone Wealth Management & Insurance, LLC is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets.
Overview
Milestone Wealth Management & Insurance, LLC is a state-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Principals
John D. Miller
Founder and President
Michael A. Smith
Chief Investment Officer
Sector focus
Frequently asked questions
How does Milestone generate proprietary deal flow?
Milestone leverages its insurance and wealth advisory relationships to source direct investment opportunities in private credit and real estate. The firm's captive insurance arm sometimes provides underwriting data that informs co-investment decisions (per the firm's official communications).
What investment stages does Milestone typically target?
Milestone does not disclose a specific stage focus, but its alternative investments appear concentrated in growth equity, buyout, and real estate. For credit investments, it targets direct lending and middle-market private credit.
Where does Milestone's client wealth come from?
Client wealth origins are not publicly disclosed. The firm's Houston base and client base suggest a mix of energy entrepreneurs, professionals, and multigenerational families.
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