RIA Intel›Advisers›Florida›MELCHIOR INVESTMENTS LLC

MELCHIOR INVESTMENTS LLC

Advisory

FL

Data as of Aug 21, 2025 · Source: SEC Form ADV

Rank in FL

#2,102

of 2,610 advisers by AUM

Average account

$1M

across 10 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2025.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FWG INVESTMENT MANAGEMENT, LLC

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