MELOTTE FINANCIAL ADVISORS

MELOTTE FINANCIAL ADVISORS of GREEN BAY, WI is an SEC-registered investment adviser (CRD 286218). Regulatory assets under management: $97.6M.

Registration

• CRD: 286218
• Type: Registered investment adviser
• Location: 1150 SPRINGHURST DRIVE, GREEN BAY, WI, 54304
• Phone: 9202416632
• Latest filing: 2026-03-07
• Regulatory AUM: $97.6M
• Discretionary AUM: $97.6M
• Clients: 1
• Accounts: 292

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search