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Myles Wealth Management, LLC

CRD 169635SEC# 801-78851Florida, NY
Export (members)
No longer SEC-registered. Myles Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$97.1M
Employees
5
Accounts
466
Location
Florida, NY

Myles Wealth Management, LLC assets under management

Myles Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Florida, NY. It reports $97.1 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Myles Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Gerard Mezzetti ControlPresident, Managing Partner And Cco50-75%2024
Myles Vincent Mezzetti ControlCeo50-75%2017

Frequently asked questions

How much does Myles Wealth Management, LLC manage?

Myles Wealth Management, LLC reports $97.1 million in regulatory assets under management on its Form ADV.

How many employees does Myles Wealth Management, LLC have?

Myles Wealth Management, LLC reports 5 employees.

Where is Myles Wealth Management, LLC located?

Myles Wealth Management, LLC is based in Florida, NY.

Does Myles Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address59 North Main Street, Florida, NY 10921
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$97.1M
Non-discretionary$0
Total (RAUM)$97.1M