MILE WEALTH MANAGEMENT

Overview

Mile Wealth Management is an independent, individual-owned RIA that advises individuals and families, plus small-business clients, on financial planning and portfolio management. The firm’s advisory mandate leans toward pooled public vehicles and separately managed account (SMA) solutions rather than direct-stock concentrated strategies or active alternative allocations. Mile Wealth operates on a mixed-fee model (percentage of AUM, hourly charges and fixed fees), and identifies itself as a non‑ESG investor. The firm reports no role as a capital allocator to third‑party alternative managers. Investment selection appears centered on diversified mutual funds and model portfolios held in SMA wrappers, reflecting a preference for scalable, manager-driven exposures over bespoke private-market commitments. Services are oriented to high‑net‑worth households — the client base is small but concentrated, enabling a personalized advisory relationship and discretionary management on most client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices