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FACTOR INVESTING GROUP

MELFA WEALTH MANAGEMENT, INC.

CRD 315131 · SEC 801-121821

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8 LYMAN STREET, SUITE 204, WESTBOROUGH, MA, 01581, United States

Phone

(508) 366-6040

Fax

(508) 870-5582

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$348.8M

Discretionary AUM

$348.8M

Team

6 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals388$59.9M
High net worth individuals103$286.0M

States served

ME, MA, MI, RI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD