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Melfa Wealth Management, Inc.

● SEC registered since 2021CRD 315131SEC# 801-121821Westborough, MA
Export (members)
Reg. AUM
$309.5M
Employees
6
Accounts
914
Location
Westborough, MA

Melfa Wealth Management, Inc. assets under management

Melfa Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Westborough, MA. The firm has been registered since 2021. It reports $309.5 million in regulatory assets under management and employs 6 people.
factorig.comView on SEC.gov ↗

Melfa Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Karen Christine MelfaOwner25-50%2021
Victor Joseph Melfa ControlSecretary And Lead Portfolio ManagerUnder 5%2021
Victor Joseph Melfa ControlPresident, Treasurer And Director / Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Melfa Wealth Management, Inc. manage?

Melfa Wealth Management, Inc. reports $309.5 million in regulatory assets under management on its Form ADV.

How many employees does Melfa Wealth Management, Inc. have?

Melfa Wealth Management, Inc. reports 6 employees.

Where is Melfa Wealth Management, Inc. located?

Melfa Wealth Management, Inc. is based in Westborough, MA and has been SEC-registered since 2021.

Does Melfa Wealth Management, Inc. disclose fund performance?

Melfa Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 Lyman Street, Suite 204, Westborough, MA 01581
Phone(508) 366-6040
Fax(508) 870-5582
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.5M
Non-discretionary$0
Total (RAUM)$309.5M