Louis Melone
Melone Private Wealth · Auburn Hills, Michigan
Louis Melone is a fee-only financial advisor at Melone Private Wealth in Auburn Hills, Michigan, who holds the CFP credential. Melone Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Melone Private Wealth |
|---|---|
| Based in | Auburn Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $313.2M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2700797 |
| Exams passed | Series 63 (1996) · Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.meloneprivatewealth.com |
| Profile |
How Louis's firm compares
- Melone Private Wealth's average account is about $1.9 million, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Louis
Is Louis Melone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Melone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Melone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Louis Melone based?
Louis Melone is based in Auburn Hills, Michigan.
What credentials does Louis Melone hold?
Louis Melone holds the CFP credential.
Is Louis Melone registered with the SEC?
Yes. Louis Melone is registered as an investment adviser representative in MI (CRD 2700797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Melone Private Wealth manage?
Melone Private Wealth reports $313.2M across 165 accounts in assets under management.
How do I contact Louis Melone?
Through Louis's website, www.meloneprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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