{
  "crd_number": 311638,
  "slug": "melone-private-wealth-llc-auburn-hills-mi-311638",
  "primary_business_name": "MELONE PRIVATE WEALTH, LLC",
  "legal_name": "MELONE PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "Auburn Hills",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-12-09",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 313234000.0,
  "raum_discretionary": 262203000.0,
  "raum_non_discretionary": 51031000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 31565000.0,
      "count": 82
    },
    "pension_profit_sharing": {
      "raum": 51031000.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 230638000.0,
      "count": 73
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://linkedin.com/company/melone-private-wealth",
    "https://meloneprivatewealth.com",
    "https://youtube.com/channel/UC78ACjCydIP8kKCj3SgfCGQ/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311638",
  "city_as_filed": "AUBURN HILLS",
  "url": "https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638",
  "display_name": "Melone Private Wealth, LLC",
  "summary": "Melone Private Wealth, LLC is an SEC-registered investment advisory firm in Auburn Hills, MI, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Melone Private Wealth, LLC (CRD 311638): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Melone Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Melone Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Melone Private Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $250 to $400 an hour (project-based financial planning services); Hourly rate: $400 an hour (retirement plan advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Melone Private Wealth, LLC located?",
      "a": "Melone Private Wealth, LLC's principal office is in Auburn Hills, MI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Melone Private Wealth, LLC registered with the SEC or a state?",
      "a": "Melone Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311638."
    },
    {
      "q": "How much does Melone Private Wealth, LLC manage?",
      "a": "Melone Private Wealth, LLC reports $313,234,000 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (84% discretionary)."
    },
    {
      "q": "How have Melone Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Melone Private Wealth, LLC: Regulatory assets under management: $151,000,000 in the October 2021 data and $313,234,000 in the October 2026 data, up 107%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Melone Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (73); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Melone Private Wealth, LLC use?",
      "a": "Melone Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Melone Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311638"
    },
    {
      "q": "What changed in Melone Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $246,335,680 to $313,234,000 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 151000000.0,
      "total_employees": 4,
      "filing_date": "2021-09-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 185000000.0,
      "total_employees": 4,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 172820680.0,
      "total_employees": 4,
      "filing_date": "2023-02-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 202782037.0,
      "total_employees": 4,
      "filing_date": "2024-01-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 246335680.0,
      "total_employees": 4,
      "filing_date": "2025-01-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 313234000.0,
      "total_employees": 4,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $246,335,680 to $313,234,000 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $400 an hour (project-based financial planning services)",
      "Hourly rate: $400 an hour (retirement plan advisory services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $400 an hour (project-based financial planning services)"
        ],
        "quotes": [
          "MPW offers project-based financial planning services on an hourly or fixed fee basis. Hourly fees range from $250 to $400 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (retirement plan advisory services)"
        ],
        "quotes": [
          "For certain engagements, retirement plan advisory services may be offered on an hourly basis a rate of up to $400 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 400.0,
          "period": "hour",
          "service": "project-based financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "retirement plan advisory services"
        }
      ]
    },
    "quotes": [
      "MPW offers project-based financial planning services on an hourly or fixed fee basis. Hourly fees range from $250 to $400 per hour.",
      "For certain engagements, retirement plan advisory services may be offered on an hourly basis a rate of up to $400 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 82,
      "fewer_than_5": false,
      "raum": 31565000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 230638000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 51031000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311638",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}