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Melby Wealth Management

Melby Wealth Management. CRD 300147

Melby Wealth Management logo

CRD: 300147

Melby Wealth Management

Brentwood, TN
6158915444
www.melbywealth.com
$18.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Meridian horizonOptima north
Established Date
02-27-2019
Office Locations
1

Office Locations

-- Brentwood TN

About Melby Wealth Management

Melby Wealth Management is a Nashville-area, fee-only RIA led by CFP Shaun Melby, providing comprehensive financial planning and investment management with ongoing, hands-on support. Portfolios emphasize fundamentals-based, long-term investing tailored to each client. Serves young professionals, entrepreneurs, and entertainment-industry clients nationwide via primarily virtual meetings, with no commissions and no minimum investment requirement.

Team overview

36 AVG AGE
$18.6M AVG AUM / ADVISOR
$196.2K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Unison

Client Personas

Alpha foundation Prime unison

Investment Themes

Timber prime Alpha fusion Radial north

Investment Vehicles

Signal

Services

Capital Glacier Quantum ridge Pioneer matrix Insight Delta momentum Focus pathway

Technology

Glacier momentum Beacon value

Owner & Executives

SHAUN RYAN MELBY

SHAUN RYAN MELBY

Chief Compliance Officer, Financial Advisor

CRD
#5502072
Ownership
75% or more
(936) 777-5084
pioneer.catalyst@northcapital.com
in linkedin.com/in/oak-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $18,634,616 --
Total $18,634,616 --

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Separately Managed Accounts

Total SMA Asset: $18,634,616

$18.6M Total SMA
Public Funds:
35.8%
Equity - Exchange:
32.3%
Cash:
31.9%
Asset class Assets Assets %
Public Funds $3,163,751,282 35.8%
Equity - Exchange $2,854,445,989 32.3%
Cash $2,819,096,813 31.9%
Total $8,837,294,084 100.0%

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