# Michael Mellberg Investment Advisor

> Michael Mellberg Investment Advisor is a state-registered investment advisory firm in Reno, NV, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 311833
- Filed as: MICHAEL MELLBERG INVESTMENT ADVISOR
- Legal name: Michael Mellberg CPA LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311833
- AdvisorCensus page: https://advisorcensus.com/firm/michael-mellberg-investment-advisor-reno-nv-311833

## Quick answers

**How is Michael Mellberg Investment Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), Michael Mellberg Investment Advisor reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Michael Mellberg Investment Advisor located?**
Michael Mellberg Investment Advisor's principal office is in Reno, NV, according to its Form ADV.

**Is Michael Mellberg Investment Advisor registered with the SEC or a state?**
Michael Mellberg Investment Advisor is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311833.

**How much does Michael Mellberg Investment Advisor manage?**
Michael Mellberg Investment Advisor reports $6,744,124 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Michael Mellberg Investment Advisor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (2).

**Does Michael Mellberg Investment Advisor report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311833

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,744,124
- Discretionary: $6,744,124
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,424,973 |
| High net worth individuals | 2 | $5,319,151 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mellbergcpa.com
- Facebook @mmellberg1
- LinkedIn @michael-mellberg-6784531b
- X @michaelmellberg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Michael Mellberg Investment Advisor (CRD 311833): Form ADV filing data as of October 2026.