Jason Dos Santos
Milagre Wealth Management · White Plains, New York
Jason Dos Santos is a fee-only financial advisor at Milagre Wealth Management in White Plains, New York. Milagre Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Milagre Wealth Management |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $137.1M across 414 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7986261 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | milagrewealth.com |
How Jason's firm compares
- Milagre Wealth Management's average account is about $331,000, from its Form ADV (assets managed divided by 414 accounts).
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Questions about Jason
Is Jason Dos Santos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Milagre Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Milagre Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Dos Santos based?
Jason Dos Santos is based in White Plains, New York.
Is Jason Dos Santos registered with the SEC?
Yes. Jason Dos Santos is registered as an investment adviser representative in NY (CRD 7986261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Milagre Wealth Management manage?
Milagre Wealth Management reports $137.1M across 414 accounts in assets under management.
How do I contact Jason Dos Santos?
Through Jason's website, milagrewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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