$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-25-2021
- Office Locations
- 1
Office Locations
1755 East Plumb Lane Suite 216 Reno NV
About Michael Mellberg Investment Advisor
Michael Mellberg Investment Advisor (MellbergCPA) is a Northern Nevada CPA-led firm serving individuals and businesses with tax planning and compliance, payroll/bookkeeping, and integrated financial and investment planning. The practice emphasizes tax-aware strategy for long-term goals and uses a Canopy client portal for streamlined document workflow; advisory assets are custodied at Charles Schwab.
Team overview
42 AVG AGE
$6.7M AVG AUM / ADVISOR
$613.1K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Michael Mellberg
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7316048
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,744,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,744,124 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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