MELONE PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$313,234,000
Discretionary
$262,203,000
Non-discretionary
$51,031,000
Firm details
- CRD number
- 311638
- SEC file number
- 801-119965
- Main office
- AUBURN HILLS, MI, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.