MELFA WEALTH MANAGEMENT, INC. of WESTBOROUGH, MA is an SEC-registered investment adviser (CRD 315131). Regulatory assets under management: $348.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Victor Joseph Melfa | PRESIDENT, TREASURER AND DIRECTOR / CHIEF COMPLIANCE OFFICER; SECRETARY AND LEAD PORTFOLIO MANAGER | — |
| Karen Christine Melfa | OWNER | — |
| MELFA VICTOR JOSEPH | PRESIDENT, TREASURER AND DIRECTOR / CHIEF COMPLIANCE OFFICER; SECRETARY AND LEAD PORTFOLIO MANAGER | — |
| MELFA VICTOR J | SECRETARY AND LEAD PORTFOLIO MANAGER; SENTRATRY AND LEAD PORTFOLIO MANAGER | — |
| Melfa Victor Christine | DIRECTOR; OWNER | — |