Melone Private Wealth, LLC
Melone Private Wealth, LLC is a Michigan-based independent registered investment adviser founded in 2019. The firm specializes in financial life planning and wealth management for individuals and families. They employ advanced technology and a personalized coaching approach to help clients achieve clarity and confidence regarding their retirement, investments, and long-term financial goals. The team is committed to fiduciary standards, transparency, and client-centric collaborative wealth planning.
Investment Strategy
Melone Private Wealth employs a holistic, goals-based approach to wealth management and financial planning, aiming to reduce client stress and provide clarity regarding retirement readiness and financial security. By leveraging cutting-edge technology, they create individualized living financial plans, focusing on preserving, protecting, and growing client wealth through diversified investment portfolios and fiduciary advice tailored to each client's unique circumstances.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DON | WISDOMTREE TR | 8.24% | $18.2M | 347,987 | $44.21 | $52.30 | +$1.5M |
U USFR | WISDOMTREE TR | 7.58% | $16.7M | 332,972 | $50.28 | $50.27 | +$1.7M |
I IHDG | WISDOMTREE TR | 7.20% | $15.9M | 345,054 | $43.23 | $46.08 | +$2.1M |
S SPTI | SPDR SERIES TRUST | 6.77% | $14.9M | 517,114 | $27.91 | $28.90 | +$93.1K |
D DIA | SPDR DOW JONES INDL AVERAGE | 6.55% | $14.5M | 31,198 | $368.25 | $463.74 | +$2.0M |