AdvisorOS Directory
Claim Profile
MM

Michael James Milani

MONDEUM WEALTH ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 3112957Firm CRD# 309588
01

About

Michael James Milani is a registered financial advisor based in MIAMI, Florida, affiliated with MONDEUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONDEUM WEALTH ADVISORS, LLC
MONDEUM WEALTH
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MONDEUM WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3112957
Firm CRD# 309588
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael James Milani offer?
Michael James Milani specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Michael James Milani's credentials?
Michael James Milani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Milani located?
Michael James Milani is based in MIAMI, Florida, working with MONDEUM WEALTH ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Michael James Milani charge for services?
Michael James Milani's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONDEUM WEALTH ADVISORS, LLC?
MONDEUM WEALTH ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MONDEUM WEALTH ADVISORS, LLC

Duke Esmond Ezekiel Pollard
MIAMI, FL
John Alfonso Mendez
MIAMI, FL
John Chandler Clifford
MIAMI, FL
Preston William Haxo
MIAMI, FL

More Advisors in MIAMI, Florida

Carlos Francisco Pellas Chamorro
GREYTOWN ADVISORS INC.·MIAMI, FL
Justin Peter Lowe
AVENIR PRIVATE ADVISORS, LLC·MIAMI, FL
Matthew Anthony Lapides
GLOBAL ALLIANCE INVESTMENT MANAGEMENT LLC·MIAMI, FL
CFP
Raymond Albert Waterhouse
HELM INVESTMENT PARTNERS, LLC·MIAMI, FL
Piergiacomo Rock
AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, FL
Roberto Isasi Vantini
DAVIVIENDA INVESTMENT ADVISOR USA LLC·MIAMI, FL
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile