Amy Miletti
Investment adviser representative at Plan A Wealth, LLC
15 yearsExperience
1 stateRegistered in
$433.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Plan A Wealth, LLCOct 2025 to now
- Pregnancy Center of Coshocton, Inc.Apr 2023 to Oct 2024
- Coshocton Alliance ChurchJan 2022 to Oct 2025
- HomemakerFeb 2011 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Plan A Wealth, LLC
$433.8MAssets managed
658Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8178904
- Firm CRD
- 287860