CRD: 311638
Melone Private Wealth, LLC
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- Custodian
- LPL Financial · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 12-09-2020
- Office Locations
- 1
Office Locations
About Melone Private Wealth, LLC
Melone Private Wealth is a Michigan-based, planning-led advisory serving retirees and business owners/entrepreneurs with a “Client Life Process” that blends technology, behavioral coaching, and a living retirement-focused financial plan. The team supports portfolio construction and wealth planning, including CEPA-led exit planning using the Value Acceleration Methodology. Founder Lou Melone, CFP, CEPA, is a 14-time Five Star Wealth Manager; LPL Financial is a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LOUIS J MELONE
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2700797
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRANDEN CARNEY
Financial Advisor
- CRD
- #6764743
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,203,000 | $1,691,632 |
| Non-Discretionary | $51,031,000 | $5,103,100 |
| Total | $313,234,000 | $1,898,388 |
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Separately Managed Accounts
Total SMA Asset: $313,234,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,047,931,556 | 67.2% |
| Cash | $1,487,680,878 | 32.8% |
| Total | $4,535,612,434 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT ZENITH | BEACON MATRIX | PBIHVSS38 | RFXR | 11.09% | $72,882,454 |
| QUANTUM LEGACY | FOUNDATION CREST | WW2L9HZOY | MZYP | 1.73% | $75,136,924 |
| UNISON NORTH PIONEER | CREST RADIAL | K0AYTUTV4 | ROXSF | 2.85% | $26,753,644 |
| PATHWAY ATLAS | EMBER QUANTUM | PSXCZQ28H | QNSGF | 2.62% | $71,492,402 |
| FRONTIER ALPHA PATHWAY | CAPITAL EMBER | FNT7QFR9J | FSG | 4.88% | $69,663,380 |
| WAVE DELTA | VECTOR BRIDGE | GRPDYWWMR | UBPK | 6.89% | $99,649,668 |
| PIONEER ALPHA ZENITH | MOMENTUM VERTEX | PRTOGJE4D | QZUGZ | 8.77% | $46,354,363 |
| FOCUS BEACON | SUMMIT OAK | MBMLG8A7D | GSNO | 4.08% | $117,466,261 |