DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••• P•••••• W•••••• L••
Latest filing Feb 11, 2026
First filing on the tape Nov 12, 2020 · 10 filings
SEC status approved since Dec 9, 2020
RAUM
$313M
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
84%
$262M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$157M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$313M as of Feb 11, 2026
Feb 4, 2021$151M then
HNW client RAUM$231M as of Feb 11, 2026
Feb 4, 2021$110M then
State-registered IARs (5.B.3)2 as of Feb 11, 2026
Feb 4, 20212 then
Employees (5.A)4 as of Feb 11, 2026
Feb 4, 20214 then
Private funds: no history
RAUM +27% over the last fiscal year+22% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $157MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 16%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $262MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$231M74%
- Pension and profit-sharing plans$51.0M16%
- Individuals$31.6M10%
- Individual clients
- 82reported
- HNW clients
- 73reported
- Pension plan clients
- 10reported
- Charitable clients
- n/areported
- Accounts
- 165reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L•••• J• M•••••Certified Financial Planner | Auburn Hills, Mi | Dec 9, 2020 | 30 y | 2 |
| B•••••• C•••••Certified Financial Planner | Auburn Hills, Mi | Feb 2, 2021 | 10 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B•••••• C••••• from L•••••• W••••• A•••••••• L••Feb 2, 2021 · RIA to a newly registered adviser
- L•••• J• M••••• from B•••• M••••• • C•• L••Dec 9, 2020 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••• L••••• J• · Managing Partner And Chief Compliance Officercontrolsince 08/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Auburn Hills, Mi · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Plymouth, MI2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Feb 11, 2026accounts (Item 5.F.2.f) moved from 554.0 to 165.0 (-70.0%) between the annual amendments of 2025-01-14 and 2026-02-11; the peer median change was +5.0% (3687 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 0.9% percentile
What changed
consecutive filings, newest first
- Accounts · 554 to 165Jan 14, 2025 to Feb 11, 2026
- HNW clients · 68 to 73Jan 14, 2025 to Feb 11, 2026
- Individual clients · 76 to 82Jan 14, 2025 to Feb 11, 2026
- Pension plan clients · 9 to 10Jan 14, 2025 to Feb 11, 2026
- Discretionary RAUM · $216M to $262MJan 14, 2025 to Feb 11, 2026
- HNW RAUM · $187M to $231MJan 14, 2025 to Feb 11, 2026
- Individual RAUM · $29.0M to $31.6MJan 14, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $30.8M to $51.0MJan 14, 2025 to Feb 11, 2026
- Pension RAUM · $30.7M to $51.0MJan 14, 2025 to Feb 11, 2026
- RAUM · $246M to $313MJan 14, 2025 to Feb 11, 2026
- Accounts · 155 to 554Jan 16, 2024 to Jan 14, 2025
- Individual clients · 79 to 76Jan 16, 2024 to Jan 14, 2025
- Pension plan clients · 8 to 9Jan 16, 2024 to Jan 14, 2025
- Financial planning clients · 101-250 to 101-250Jan 16, 2024 to Jan 14, 2025
- Discretionary RAUM · $177M to $216MJan 16, 2024 to Jan 14, 2025
- HNW RAUM · $145M to $187MJan 16, 2024 to Jan 14, 2025
- Individual RAUM · $32.1M to $29.0MJan 16, 2024 to Jan 14, 2025
- Non-discretionary RAUM · $25.7M to $30.8MJan 16, 2024 to Jan 14, 2025
- Pension RAUM · $25.7M to $30.7MJan 16, 2024 to Jan 14, 2025
- RAUM · $203M to $246MJan 16, 2024 to Jan 14, 2025
- Accounts · 149 to 155Feb 8, 2023 to Jan 16, 2024
- HNW clients · 62 to 68Feb 8, 2023 to Jan 16, 2024
- Individual clients · 78 to 79Feb 8, 2023 to Jan 16, 2024
- Pension plan clients · 9 to 8Feb 8, 2023 to Jan 16, 2024
- Discretionary RAUM · $152M to $177MFeb 8, 2023 to Jan 16, 2024
- HNW RAUM · $122M to $145MFeb 8, 2023 to Jan 16, 2024
- Individual RAUM · $30.2M to $32.1MFeb 8, 2023 to Jan 16, 2024
- Non-discretionary RAUM · $21.0M to $25.7MFeb 8, 2023 to Jan 16, 2024
- Pension RAUM · $21.0M to $25.7MFeb 8, 2023 to Jan 16, 2024
- RAUM · $173M to $203MFeb 8, 2023 to Jan 16, 2024
- Accounts · 120 to 149May 6, 2022 to Jan 31, 2023
- HNW clients · 50 to 62May 6, 2022 to Jan 31, 2023
- Individual clients · 66 to 78May 6, 2022 to Jan 31, 2023
- Pension plan clients · 4 to 9May 6, 2022 to Jan 31, 2023
- Discretionary RAUM · $160M to $152MMay 6, 2022 to Jan 31, 2023
- HNW RAUM · $130M to $122MMay 6, 2022 to Jan 31, 2023
- Individual RAUM · $30.0M to $30.2MMay 6, 2022 to Jan 31, 2023
- Non-discretionary RAUM · $25.0M to $21.0MMay 6, 2022 to Jan 31, 2023
- Pension RAUM · $25.0M to $21.0MMay 6, 2022 to Jan 31, 2023
- RAUM · $185M to $173MMay 6, 2022 to Jan 31, 2023
Signals
1 dated events
- M••••• P•••••• W•••••• L•• filed its initial SEC registration (Form ADV)Nov 12, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 248-499-8721reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 248-499-8704reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 248-598-6770reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/melone-private-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- meloneprivatewealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 877-293-5830reportedpublic record, Form ADV, Feb 11, 2026
- Contact form
- meloneprivatewealth.com/contact-an-advisorreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $157Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026