# MYLES WEALTH MANAGEMENT, LLC

MYLES WEALTH MANAGEMENT, LLC of FLORIDA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 169635
- Type: SEC-registered investment adviser
- SEC file number: 801-78851
- Location: 59 NORTH MAIN STREET, FLORIDA, NY, 10921
- Phone: 845-651-3070
- Latest filing: 2025-03-21
- Regulatory AUM: $97.1M
- Discretionary AUM: $97.1M
- Clients: 5
- Accounts: 466

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription, Other
- Clients served: Individuals, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Myles Vincent Mezzetti | CEO | — |
| James Gerard Mezzetti | PRESIDENT, MANAGING PARTNER AND CCO | — |
| MEZZETTI MYLES VINCENT | CEO; CEO AND  MANAGING PARTNER; PRESIDENT (+1 more) | — |
| HOOVER PATRICIA JOSEPHINE | CHIEF COMPLIANCE OFFICER | — |
| Mezzetti James | PRESIDENT | — |
| MEZZETTI JAMES GERARD | PRESIDENT; PRESIDENT AND  MANAGING PARTNER | — |
| NEELY LUIS A | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169635/similar
- Related entities: https://search.stillhousedata.com/firm/169635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169635

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.