Melone Private Wealth, LLC
Firm details
- Headquarters
- Auburn Hills, Michigan
- CRD number
- 311638
- Registered since
- December 9, 2020
- Website
- www.meloneprivatewealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.63%
- Pension & Profit Sharing Plans16.29%
- Individuals10.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Melone Private Wealth, LLC is an independent registered investment adviser that signed on with the SEC in 2020. Structured as a limited liability company owned by an individual, the firm provides financial planning and portfolio management services targeted at individuals, families and small-business owners, and it also serves some institutional clients. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements, reflecting a mix of ongoing discretionary relationships and project-based work. The firm’s practice emphasizes advisory and planning work rather than acting as a capital allocator or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Branden Carney
Wealth PlannerCRD 6764743
Louis Melone
Managing MemberCRD 2700797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$284M in ETFs
76%
$214M
25%
$69.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $18.2M | 373,487 | 6.44% |
Location
Auburn Hills, MI
Oakland
Location
Auburn Hills, MI
Headquartered in Auburn Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 3121 University Dr
- Time zone
- ET (UTC-5)
- Office locations
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