# Melone Private Wealth, LLC

> 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.

- CRD: 311638
- Filed as: MELONE PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Auburn Hills, MI
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311638
- AdvisorCensus page: https://advisorcensus.com/firm/melone-private-wealth-llc-auburn-hills-mi-311638

## Quick answers

**How is Melone Private Wealth, LLC compensated?**
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).

**How much does Melone Private Wealth, LLC charge?**
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.

**Where is Melone Private Wealth, LLC located?**
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).

**Is Melone Private Wealth, LLC registered with the SEC or a state?**
Melone Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311638.

**How much does Melone Private Wealth, LLC manage?**
Melone Private Wealth, LLC reports $313,234,000 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (84% discretionary).

**How have Melone Private Wealth, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Melone Private Wealth, LLC serve?**
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).

**Which custodians does Melone Private Wealth, LLC use?**
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.

**Does Melone Private Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Melone Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $246,335,680 to $313,234,000 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Hourly rate: $250 to $400 an hour (project-based financial planning services)

> MPW offers project-based financial planning services on an hourly or fixed fee basis. Hourly fees range from $250 to $400 per hour.

- Hourly rate: $400 an hour (retirement plan advisory services)

> For certain engagements, retirement plan advisory services may be offered on an hourly basis a rate of up to $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $313,234,000
- Discretionary: $262,203,000
- Non-discretionary: $51,031,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $31,565,000 |
| High net worth individuals | 73 | $230,638,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $51,031,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Plymouth, MI

### Websites listed on Form ADV (Item 1.I)
- [meloneprivatewealth.com](https://meloneprivatewealth.com)
- LinkedIn @melone-private-wealth
- YouTube @UC78ACjCydIP8kKCj3SgfCGQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $151,000,000 | 4 | September 1, 2021 |
| October 2022 | $185,000,000 | 4 | May 6, 2022 |
| October 2023 | $172,820,680 | 4 | February 8, 2023 |
| October 2024 | $202,782,037 | 4 | January 16, 2024 |
| October 2025 | $246,335,680 | 4 | January 14, 2025 |
| October 2026 | $313,234,000 | 4 | February 11, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $246,335,680 to $313,234,000 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Melone Private Wealth, LLC (CRD 311638): Form ADV filing data as of October 2026.