MELFA WEALTH MANAGEMENT, INC.
Legal name: FACTOR INVESTING GROUP
CRD #315131 SEC #801-121821 WESTBOROUGH, MA (508) 366-6040
SEC Registered
Total AUM
$309.5M
Discretionary
$309.5M
Employees
6
Clients
0
Accounts
914
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $309.5M | $309.5M | $0 | 6 | 0 |
| Oct 2024 | $228M | $228M | $0 | 5 | 0 |
| Oct 2024 | $228M | $228M | $0 | 5 | 0 |
| Jun 2024 | $228M | $228M | $0 | 5 | 0 |
| May 2024 | $228M | $228M | $0 | 5 | 0 |
| Apr 2024 | $228M | $228M | $0 | 5 | 0 |
| Apr 2024 | $228M | $228M | $0 | 5 | 0 |
| Mar 2024 | $228M | $228M | $0 | 5 | 0 |
| Feb 2024 | $228M | $228M | $0 | 5 | 0 |
| Feb 2024 | $228M | $228M | $0 | 5 | 0 |
| Oct 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Sep 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Aug 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Jun 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Apr 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Feb 2023 | $213.7M | $213.7M | $0 | 6 | 0 |
| Aug 2022 | $230.8M | $230.8M | $0 | 5 | 0 |
| Mar 2022 | $230.8M | $230.8M | $0 | 5 | 0 |
| Mar 2022 | $230.8M | $230.8M | $0 | 5 | 0 |
| Mar 2022 | $230.8M | $230.8M | $0 | 5 | 0 |
| Dec 2021 | $150.5M | $150.5M | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
| Oct 2021 | $0 | $0 | $0 | 5 | 0 |
| Oct 2021 | $0 | $0 | $0 | 5 | 0 |
| Jul 2021 | $0 | $0 | $0 | 5 | 0 |
| Jun 2021 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0