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| Keyboard |
| Melone Private Wealth LLC
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|
|---|---|
| CRD # | 311638 |
| SEC # | 801-119965 |
| CIK # | 0001905765 |
| AUM | 313.2 M (2026-02-11) |
| 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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nuveen Amt-Free Quality Municipal Income Fund | 10.1 | ||
| Nuveen Municipal High Income Opportunity Fund | 8.9 | ||
| Global MOFY Metaverse Ltd | 8.5 | ||
| Nuveen Municipal Credit Opportunities Fund | 7.6 | ||
| Invesco Trust for Investment Grade Municipals | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 31.6 |
| (b) Individuals (high net worth individuals) | 73 | 230.6 |
| (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 | 10 | 51.0 |
| (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 | 165 | 313.2 |
| By Discretionary | ||
| Discretionary | 155 | 262.2 |
| Non-Discretionary | 10 | 51.0 |
| Total | 165 | 313.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.2 | |
| Total | 165 | 313.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905765] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 155 |
| Serves | Institutional, Retail |
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|---|---|---|
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