Melby Wealth Management

Overview

Melby Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based work. A notable feature of the firm’s practice is that essentially all assets are managed on a non‑discretionary basis, indicating coaches/advisors work with clients to implement decisions rather than exercising trading authority. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices