# Milestone Wealth Management & Insurance, LLC

Milestone Wealth Management & Insurance, LLC is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2004
- **Assets under management:** $1B-$5B (Altss estimate)
- **Website:** milestonewealthmanagement.com

## Regulatory record

- **CRD number:** 314573
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314573

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Fixed Income
- Equities

## People

- John D. Miller — Founder and President
- Michael A. Smith — Chief Investment Officer

## 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.

## Related profiles

- [Century Trace Investment Advisors LLC](https://altss.com/profile/century-trace-investment-advisors-llc)
- [JWL & Associates, Inc.](https://altss.com/profile/jwl-and-associates-inc)

---

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

Canonical page: https://altss.com/profile/milestone-wealth-management-and-insurance-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology