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Melone Private Wealth LLC
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CRD # | 311638 |
SEC # | 801-119965 |
CIK # | 0001905765 |
AUM | $202.8 MM (2024-01-16) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 877-293-5830 |
Address | 3121 University Drive Auburn Hills, MI 48326 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NMCO | 636.1 | 5.7 | |
NMZ | 1,122.5 | 5.6 | |
SPEM | 3.9 | ||
NEA | 3,486.8 | 2.4 | |
VGM | 566.2 | 1.9 | |
NVG | 2,732.2 | 0.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 79 | 32.1 |
(b) Individuals (high net worth individuals) | 68 | 145.0 |
(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 | 8 | 25.7 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 155 | 202.8 |
By Discretionary | ||
Discretionary | 147 | 177.1 |
Non-Discretionary | 8 | 25.7 |
Total | 155 | 202.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 202.8 | |
Total | 155 | 202.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001905765] |
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Independence Wealth Advisors Inc
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Roosevelt Capital Management LLC
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TX | 0.2 |
Sutterfield Financial Group Inc
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OK | 0.2 |
Universal Financial Advisors LLC
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Pinnacle Wealth Advisors Inc
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