Paul Dossantos
Milagre Wealth Management · White Plains, New York
Paul Dossantos 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 FL, NY, OH, TX · CRD 2822667 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | milagrewealth.com |
How Paul'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 Paul
Is Paul Dossantos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?
Paul's firm, Milagre Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul Dossantos based?
Paul Dossantos is based in White Plains, New York.
Is Paul Dossantos registered with the SEC?
Yes. Paul Dossantos is registered as an investment adviser representative in FL, NY, OH and TX (CRD 2822667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Milagre Wealth Management manage?
Milagre Wealth Management reports $137.1M across 414 accounts in assets under management.
How do I contact Paul Dossantos?
Through Paul'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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