RIA Intel›Advisers›Massachusetts›MELFA WEALTH MANAGEMENT, INC.

MELFA WEALTH MANAGEMENT, INC.

Advisory

N·WESTBOROUGH, MA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM
$349M
1-Year AUM Growth
+6.7%
3-Year CAGR
+15.7%
Employees
4
Assets Under Management
Total AUM$349M
Discretionary AUM$349M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients505
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingJun 22, 2021
Latest FilingJul 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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