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MICHAEL MELLBERG INVESTMENT ADVISOR
MICHAEL MELLBERG CPA LLC
CRD 311833
1755 EAST PLUMB LANE, SUITE 216, RENO, NV, 89502, United States
Phone
775-323-8131
Fax
775-337-1550
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$6.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.4M |
| High net worth individuals | 2 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD