Melone Private Wealth LLC

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Assets, Funds, Holdings

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Melone Private Wealth LLC
CRD #311638
SEC #801-119965
CIK #0001905765
AUM $202.8 MM (2024-01-16)
Employees 4 (50% Investors, 0% Brokers)
Phone877-293-5830
Address3121 University Drive
Auburn Hills, MI 48326
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
190152114763802022202320242025
AUM Breakdown Accounts AUM ($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
13F-HR [0001905765]
Comparable Firms State AUM ($BB)
TABR Capital Management LLC
CA 0.2
Vermillion & White Wealth Management Group LLC
PA 0.2
Paul J Glashofer Enterprises Inc
MD 0.2
J Team Financial Inc
TX 0.2
Cooper Capital Advisors LLC
CA 0.2
Independence Wealth Advisors Inc
VA 0.2
Roosevelt Capital Management LLC
TX 0.2
Sutterfield Financial Group Inc
OK 0.2
Universal Financial Advisors LLC
MO 0.2
Pinnacle Wealth Advisors Inc
OR 0.2
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