A complete list of active advisors currently associated with Melone Private Wealth, LLC

Warmer can help you find a great advisor at Melone Private Wealth, LLC or one who fits your needs even better.

Melone Private Wealth, LLC is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans. The firm provides customized investment advisory services, project‑based and ongoing financial planning, and retirement plan advisory services designed to support fiduciary obligations under ERISA. The firm constructs customized portfolios that blend active and passive strategies, primarily using ETFs, mutual funds, closed‑end funds and municipal securities, and generally pursues a long‑term investment horizon while allowing shorter‑term trades for rebalancing or tactical needs. MPW relies on fundamental analysis, conducts at least annual portfolio and planning reviews, and manages the majority of client assets on a discretionary basis (the brochure reports approximately $313.2 million in total AUM with most assets discretionary). What is distinctive about the firm is that it sponsors a wrap fee program that bundles securities transaction costs into its advisory fee (disclosed as Appendix 1), a structure that the firm notes separately and that is uncommon among similar supported advisers. The brochure also discloses the firm’s institutional relationship with a national custodian that provides platform software and other economic benefits, and that advisory personnel are licensed insurance professionals who may receive separate commission‑based compensation, a potential conflict the firm identifies and discloses.

To learn more about the advisors currently working at Melone Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Branden Carney	Auburn Hills, MI	8
Louis Melone	Auburn Hills, MI	30

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