# Milestone Wealth Strategies

Milestone Wealth Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://milestone-strategies.com/

## Regulatory record

- **CRD number:** 306297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306297

## About

Milestone Wealth Strategies is a state-registered investment adviser in Columbus, OH. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### How does Milestone Wealth Strategies source proprietary deal flow?

There is no public information on the firm's deal sourcing methods. Many family offices rely on existing networks, intermediaries, or co-investment clubs, but Milestone Wealth Strategies has not disclosed its approach. No known co-investments or fund commitments are on record.

### What investment stages does Milestone Wealth Strategies typically target?

The firm's preferred investment stages have not been disclosed. Without a public track record or stated strategy, allocators cannot determine if it focuses on early-stage venture, growth equity, buyouts, or secondary markets. This is a significant information gap.

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Last updated: 2026-08-10T23:49:37.812Z

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