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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $613.1K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Michael Mellberg Investment Advisor record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Mellberg
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7316048
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Michael Mellberg Investment Advisor has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.