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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELONE, LOUIS, J | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 14, 2025 REGISTERED
Notice Filings (1)
MI
Address
3121 UNIVERSITY DRIVESUITE 180
AUBURN HILLS, MI 48326
United States
Phone: 877-293-5830