BETRO MILESZKO & COMPANY
SEC RegisteredWealth Management Advisors
About the firm
Betro | Mileszko & Company was established in 2007 with a single goal in mind: to help clients meet their financial goals by carefully coordinating their tax, retirement, estate and investment plans using a holistic approach. As a Registered Investment Advisor, the firm serves as a fiduciary, placing clients' interests ahead of all else when making investing decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic wealth management including tax, retirement, estate, and investment planning; portfolio design and monitoring; fiduciary investment advisory services
Who they serve
Clients seeking coordination of their tax, retirement, estate, and investment plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $30M |
| High Net Worth Individuals | 45 | $112M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 3 | $2.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
118 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $2,500,000 | 0.85% |
| $2,500,001 - $5,000,000 | 0.75% |
| Over $5,000,000 | — |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BETRO MILESZKO & COMPANY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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