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Catherine Milano

Wealth Watch Advisors, INC
25 Years of Experience
Mission Viejo, CA
3 Disclosures
View SEC Summary
View SEC Summary

Catherine Milano is a registered investment advisor at Wealth Watch Advisors, INC, based in Mission Viejo, CA, with 25 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.

Wealth Watch Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,587 clients
Average Client Portfolio
$171K average
Assets Under Management
$612.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mission Viejo, CA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2012
Customer Dispute
December 2009
Settled
Customer Dispute
April 2001
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Impact Partnership Wealth, LLC
February 2024 - October 2024 · 8 mos
Iams Wealth Management, LLC
July 2017 - March 2023 · 5 yrs 8 mos
Kovack Advisors, INC.
April 2016 - December 2016 · 8 mos
Kovack Securities INC.Broker
March 2016 - December 2016 · 9 mos
Newbridge Financial Services Group, INC.
December 2013 - March 2016 · 2 yrs 3 mos
Newbridge Securities CorporationBroker
October 2013 - March 2016 · 2 yrs 5 mos
Cbg Wealth Management
January 2013 - July 2013 · 6 mos
Cbg Financial Group, INC.Broker
November 2012 - October 2013 · 11 mos
Jhs Capital Advisors, LLC
May 2010 - September 2012 · 2 yrs 4 mos
Jhs Capital Advisors, LLCBroker
March 2010 - September 2012 · 2 yrs 6 mos
Gunnallen Financial, INC
July 2009 - March 2010 · 8 mos
Gunnallen Financial, INCBroker
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Citicorp Investment Services
August 2005 - May 2007 · 1 yr 9 mos
Citicorp Investment ServicesBroker
June 2004 - May 2007 · 2 yrs 11 mos
Essex National Securities, INC.Broker
September 2003 - May 2004 · 8 mos
Suntrust Securities, INC.Broker
March 2001 - August 2003 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
February 1999 - March 2001 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
September 1998 - November 1998 · 2 mos
Ids Life Insurance CompanyBroker
September 1998 - November 1998 · 2 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.
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