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MELONE PRIVATE WEALTH, LLC
CRD 311638 · SEC 801-119965
3121 UNIVERSITY DRIVE, SUITE 180, AUBURN HILLS, MI, 48326, United States
Phone
877-293-5830
Fax
(248) 499-8721
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.2M
Discretionary AUM
$262.2M
Team
4 total employees; 2 advisory reps; 155 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $31.6M |
| High net worth individuals | 73 | $230.6M |
| Pension/profit sharing plans | 10 | $51.0M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD