MELONE PRIVATE WEALTH, LLC

MELONE PRIVATE WEALTH, LLC of AUBURN HILLS, MI is an SEC-registered investment adviser (CRD 311638). Regulatory assets under management: $313.2M.

Registration

• CRD: 311638
• SEC file number: 801-119965
• Type: Registered investment adviser
• Location: 3121 UNIVERSITY DRIVE, SUITE 180, AUBURN HILLS, MI, 48326
• Phone: 877-293-5830
• Latest filing: 2026-02-11
• Regulatory AUM: $313.2M
• Discretionary AUM: $262.2M
• Non-discretionary AUM: $51.0M
• Clients: 4
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search