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Melone Private Wealth, LLC

● SEC registered since 2020CRD 311638SEC# 801-119965Auburn Hills, MI
Export (members)
Reg. AUM
$313.2M
Employees
4
Accounts
165
Location
Auburn Hills, MI

Melone Private Wealth, LLC assets under management

Melone Private Wealth, LLC operates as an SEC-registered investment adviser based in Auburn Hills, MI. The firm has been registered since 2020. It reports $313.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/melone-private-wealthView on SEC.gov ↗

Melone Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Louis J Melone ControlManaging Partner And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Melone Private Wealth, LLC manage?

Melone Private Wealth, LLC reports $313.2 million in regulatory assets under management on its Form ADV.

How many employees does Melone Private Wealth, LLC have?

Melone Private Wealth, LLC reports 4 employees.

Where is Melone Private Wealth, LLC located?

Melone Private Wealth, LLC is based in Auburn Hills, MI and has been SEC-registered since 2020.

Does Melone Private Wealth, LLC disclose fund performance?

Melone Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3121 University Drive, Suite 180, Auburn Hills, MI 48326
Phone877-293-5830
Fax(248) 499-8721
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.2M
Non-discretionary$51M
Total (RAUM)$313.2M