Investment adviser · CRD 174410

MILLSTONE WEALTH PARTNERS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Apr 7, 2017

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
55
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 7, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

470 ATLANTIC AVENUE, 4TH FLOOR
BOSTON, MA, 02210, United States

CRD 174410

Filing source

Form ADV 1105466 · Apr 7, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.