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| Happy Holidays!! thanks for using AUM13F!! |
| Melfa Wealth Management Inc
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| CRD # | 315131 |
| SEC # | 801-121821 |
| CIK # | 0001962465 |
| AUM | $309.5 M (2025-03-07) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 508-366-6040 |
| Address | 8 Lyman Street Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Income Trust Inc | 4.3 | ||
| Eaton Vance Municipal Income Trust | 4.2 | ||
| Apple Inc | 4.1 | ||
| Facebook Inc | 3.2 | ||
| General Electric Co | 3.0 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 2.2 | ||
| Nvidia Corp | 2.2 | ||
| Exxon Mobil Corp | 1.5 | ||
| GE Vernova Inc | 1.5 | ||
| Citigroup Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 56.0 |
| (b) Individuals (high net worth individuals) | 396 | 248.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 914 | 309.5 |
| By Discretionary | ||
| Discretionary | 914 | 309.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 914 | 309.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.5 | |
| Total | 914 | 309.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962465] |
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|---|---|---|
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NC | 0.3 |
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Quad City Investment Advisors LLC
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IL | 0.3 |