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 |
|---|---|---|
Auburn Hills, MI
| 7
| |
Auburn Hills, MI
| 30
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")