Louis
Melone
Melone Private Wealth, LLC
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About this Advisor
Louis Melone is a certified financial planner who works out of Auburn Hills, Michigan with a total of 3 years of industry experience. Melone works at Melone Private Wealth, LLC. During their career, the advisor has held roles at Wells Fargo Advisors Financial Network LLC, Melone Private Wealth, LLC, Lpl Financial, LLC and Budd, Melone & Co. LLC. Melone holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Michigan. Melone Private Wealth, LLC is an advisory business based out of Auburn Hills, MI. The investment advisory business has just four advisors. It oversees $173 million in total assets across its 149 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 149 accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Melone Private Wealth, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Melone Private Wealth, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Melone Private Wealth, LLC Brokerage Details
$172,820,680
4
149
$1,159,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Louis Melone Work History
Louis has been registered as a financial advisor for 3 years.*
Melone Private Wealth, LLC
Lpl Financial, LLC
Budd, Melone & Co. LLC
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Louis Melone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Melone Private Wealth, LLC
Auburn Hills, MI
Auburn Hills, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
