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| Happy Holidays!! thanks for using AUM13F!! |
| Melone Private Wealth LLC
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| CRD # | 311638 |
| SEC # | 801-119965 |
| CIK # | 0001905765 |
| AUM | $246.3 M (2025-01-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 877-293-5830 |
| Address | 3121 University Drive Auburn Hills, MI 48326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905765 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nuveen Municipal Credit Opportunities Fund | 6.3 | ||
| Nuveen Municipal High Income Opportunity Fund | 5.9 | ||
| Global MOFY Metaverse Ltd | 5.3 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 3.7 | ||
| Invesco Trust for Investment Grade Municipals | 1.8 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 29.0 |
| (b) Individuals (high net worth individuals) | 68 | 186.6 |
| (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 | 9 | 30.7 |
| (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 | 554 | 246.3 |
| By Discretionary | ||
| Discretionary | 545 | 215.5 |
| Non-Discretionary | 9 | 30.8 |
| Total | 554 | 246.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.3 | |
| Total | 554 | 246.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905765] |
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|---|---|---|
|
Vanderbilt Avenue Asset Management LLC
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NY | 0.2 |
|
Griffin Family Partners LLC
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|
0.2 | |
|
Tandem Capital Management Corp
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NJ | 0.2 |
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Forefront Wealth Management Inc
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PA | 0.2 |
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Trademark Financial Management LLC
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MN | 0.2 |
|
Gridiron Partners LLC
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PA | 0.2 |
|
Morse Capital Partners LLC
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VA | 0.2 |
|
Twin Lakes Capital Management LLC
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|
CA | 0.2 |
|
Open Window Financial Solutions Ltd
✚
|
NV | 0.2 |
|
Lockshield Partners Inc
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|
KY | 0.2 |