AUBURN HILLS, MICRD 311638Latest ADV February 11, 2026
Melone Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Auburn Hills, MI. Its latest Form ADV filing, dated February 11, 2026, reports $313M in regulatory assets under management, 4 employees, 1 office, and 165 accounts.
Assets Under Management
$313M
Employees
4
Offices
1 office
Total Clients
165
Primary office
AUBURN HILLS, MI
3121 UNIVERSITY DRIVE, SUITE 180, AUBURN HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
82
2
HNWI
44.2%
73
3
Pension Plans
6.1%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of February 11, 2026
Discretionary83.7%
$262M
84% of total RAUM83.7%
Non-discretionary16.3%
$51M
16% of total RAUM16.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$313M
Total Accounts165
10Y AUM Change+$313M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.