Investment adviser · CRD 311638
MELONE PRIVATE WEALTH, LLC
Investment adviser filing (IA)
AUBURN HILLS, MI, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $313M Form ADV · Item 5.F
- Client accounts
- 165 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $230,638,000 | 73.6% |
| Retirement plans | 10 | $51,031,000 | 16.3% |
| Individuals | 82 | $31,565,000 | 10.1% |
Filing source
Form ADV 2042158 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3121 UNIVERSITY DRIVE, SUITE 180AUBURN HILLS, MI, 48326, United States
CRD 311638
Filing source
Form ADV 2042158 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.