MELONE PRIVATE WEALTH, LLC
CRD #311638 SEC #801-119965 AUBURN HILLS, MI 877-293-5830
SEC Registered
Total AUM
$246.3M
Discretionary
$215.5M
Employees
4
Clients
101
Accounts
554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $246.3M | $215.5M | $30.8M | 4 | 0 |
| Jan 2025 | $246.3M | $215.5M | $30.8M | 4 | 0 |
| Jan 2024 | $202.8M | $177.1M | $25.7M | 4 | 0 |
| Feb 2023 | $172.8M | $151.8M | $21M | 4 | 0 |
| Jan 2023 | $172.8M | $151.8M | $21M | 4 | 0 |
| May 2022 | $185M | $160M | $25M | 4 | 0 |
| Jan 2022 | $185M | $160M | $25M | 4 | 0 |
| Sep 2021 | $151M | $131M | $20M | 4 | 0 |
| Feb 2021 | $151M | $131M | $20M | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
DateJan 2025
Total AUM$246.3M
Discretionary$215.5M
Non-Disc.$30.8M
Employees4
Clients0
DateJan 2025
Total AUM$246.3M
Discretionary$215.5M
Non-Disc.$30.8M
Employees4
Clients0
DateJan 2024
Total AUM$202.8M
Discretionary$177.1M
Non-Disc.$25.7M
Employees4
Clients0
DateFeb 2023
Total AUM$172.8M
Discretionary$151.8M
Non-Disc.$21M
Employees4
Clients0
DateJan 2023
Total AUM$172.8M
Discretionary$151.8M
Non-Disc.$21M
Employees4
Clients0
DateMay 2022
Total AUM$185M
Discretionary$160M
Non-Disc.$25M
Employees4
Clients0
DateJan 2022
Total AUM$185M
Discretionary$160M
Non-Disc.$25M
Employees4
Clients0
DateSep 2021
Total AUM$151M
Discretionary$131M
Non-Disc.$20M
Employees4
Clients0
DateFeb 2021
Total AUM$151M
Discretionary$131M
Non-Disc.$20M
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0