SourcingSourcing

BETRO MILESZKO & COMPANY, LLC

B62
CRD 145184·SEC 801-120782·FOXBORO, MA
AUM
$144.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BETRO MILESZKO & COMPANY, LLC
CRD
145184
SEC file #
801-120782
EIN
—
DBA names
Betro Mileszko & Company

Economics

AUM
$144.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$132.8M → $144.8M▲ +9%
Client mix
Individuals Other70
Individuals High Net Worth45
Pension Profit Sharing Plans3

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
FOXBORO MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
betromileszko.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BETRO, FELIX, SCHELLER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BETRO, FELIX, SCHELLER
MILESZKO, JOHN, MICHAEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BETROMILESZKO.COM
Rdap Domain Creation Date
2007-09-07T02:09:26Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-07T02:09:26Z
Rdap Domain Last Changed
2024-02-01T20:16:15Z
Rdap Nameservers
Dns1.namecheaphosting.comDns2.namecheaphosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
5419788
Trust Company Affiliate
No

People (2)

2
BETRO, FELIX, SCHELLER
IAR · Direct Owner · 62.5%
5419788
MILESZKO, JOHN, MICHAEL
IAR · Direct Owner · 62.5%
1632677