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 organized as an LLC and SEC-registered in 2020. The firm serves both individuals/families and institutional clients and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports it is not an active ESG investor, does not operate as a capital allocator, and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
$286M in ETFs
76%
$217M
24%
$68.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DAVIS SELECT US EQUITY ETF (DUSA) | Active | Large Blend | $18.4M | 327,833 | 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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