Milagre Wealth Management, Inc.
SEC RegisteredFiduciary: Founded in trust and Ethically bound to your best interest
About the firm
Milagre Wealth Management Inc. is a fee-only Registered Investment Advisory firm held to a fiduciary standard, combining investment advisory with holistic financial planning. The firm's name derives from the Portuguese word for miracle, reflecting a commitment to reaching for the seemingly impossible. Client relationships with principal Paul span over 40 years of financial planning service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory combined with holistic financial planning, provided as a fee-only registered investment advisory firm held to a fiduciary standard
Who they serve
A family of clients, some with relationships spanning over 40 years of financial planning service
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 383 | $75M |
| High Net Worth Individuals | 31 | $62M |
300 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5 million | 1.50% |
| Between $5 million and $10 million | 1.25% |
| More than $10 million | 1.00% |
Data as of March 31, 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. Milagre Wealth Management, Inc. 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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