Overview
Assets Under Management: $246 million
Headquarters: AUBURN HILLS, MI
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
MELONE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311638), MELONE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
MELONE PRIVATE WEALTH, LLC is headquartered in AUBURN HILLS, MI.
MELONE PRIVATE WEALTH, LLC serves 68 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, MELONE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MELONE PRIVATE WEALTH, LLC manages $246 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, MELONE PRIVATE WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 554
Discretionary Accounts: 545
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 311638
Last Filing Date: 2025-01-14 00:00:00
Website: https://melonewealth.com