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| Melfa Wealth Management Inc
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|---|---|
| CRD # | 315131 |
| SEC # | 801-121821 |
| CIK # | 0001962465 |
| AUM | 348.8 M (2026-03-19) |
| 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) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Eaton Vance Municipal Income Trust | 4.1 | ||
| BlackRock Income Trust Inc | 3.9 | ||
| General Electric Co | 2.6 | ||
| Facebook Inc | 2.4 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 2.2 | ||
| Nvidia Corp | 2.2 | ||
| GE Vernova Inc | 2.2 | ||
| Citigroup Inc | 1.9 | ||
| PIMCO California Municipal Income Fund | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 59.9 |
| (b) Individuals (high net worth individuals) | 103 | 286.0 |
| (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 | 1.5 |
| (h) Charitable organizations | 0 | 1.4 |
| (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 | 894 | 348.8 |
| By Discretionary | ||
| Discretionary | 894 | 348.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 894 | 348.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.8 | |
| Total | 894 | 348.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962465] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Donato Wealth Management PLLC
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TX | 349.3 M |
|
Aragon Capital LLC
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|
Jackson Creek Investment Advisors LLC
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Brooks Moore & Associates Inc
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|
Arlen Capital LLC
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RI | 348.8 M |
|
Gainline Financial Partners LLC
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|
Carbon Collective Investing LLC
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CA | 348.4 M |
|
Opal Capital LLC
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|
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|
Elliott Cove Capital Management LLC
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|
Smartharvest Portfolios LLC
✚
|
348.1 M |