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MELONE PRIVATE WEALTH, LLC

AUBURN HILLS, MI · CRD 311638 · IAPD ↗ · 877-293-5830

$313.2MRegulatory AUM
2Advisory reps
4Employees
155Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — MELONE PRIVATE WEALTH, LLC reported RAUM up 27% ($246.3M -> $313.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.