MELONE PRIVATE WEALTH, LLC

3121 University Drive
Suite 180
Auburn Hills, Michigan 48326
Tel: 877-293-5830

About MELONE PRIVATE WEALTH, LLC

MELONE PRIVATE WEALTH, LLC, formally registered with the SEC as MELONE PRIVATE WEALTH, LLC. The firm was established in 12/09/2020. They have over 2 offices throughout the country.

MELONE PRIVATE WEALTH, LLC is a Auburn Hills, Michigan based Financial Planning firm with nearly $246,335,680 assets under management, offering retirement planning & investment advisory services to 554 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311638
SEC#	801-119965
Assets Managed by Firm	$246,335,680
No. of Clients	554
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	554	$246,335,680
Individuals (other than high net worth individuals)	76	$28,982,913
High net worth individuals	68	$186,624,249
Pension and profit sharing plans	9	$30,728,518

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