MELONE PRIVATE WEALTH, LLC

Overview

Melone Private Wealth, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with additional pension consulting capabilities. The firm’s portfolio activity shows a clear preference for pooled public funds — primarily ETFs and mutual funds — with limited direct equity exposure. That positioning supports a multi-account, advisory fee model (percentage of AUM combined with hourly and fixed-fee options) aimed at clients seeking outsourced portfolio construction and ongoing financial planning. Investment posture is conservative-to-moderate: the largest single position is a floating-rate treasury ETF, and the firm’s most-used asset type is public funds/mutual funds. Melone Private Wealth uses third-party hedge funds as an alternatives sleeve and also employs annuities and mutual funds where appropriate, indicating they layer liquid, diversified public funds with selected external alternative managers for diversification and yield-enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices