MELBY WEALTH MANAGEMENT

MELBY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 300147). Regulatory assets under management: $18.6M.

Registration

• CRD: 300147
• Type: Registered investment adviser
• Phone: 615-891-5444
• Latest filing: 2026-03-27
• Regulatory AUM: $18.6M
• Non-discretionary AUM: $18.6M
• Clients: 1
• Accounts: 263

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300147 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search