Melfa Wealth Management, Inc.
● SEC registered since 2021CRD 315131SEC# 801-121821Westborough, MA
Reg. AUM
$348.8M
Employees
6
Accounts
894
Location
Westborough, MA
Melfa Wealth Management, Inc. assets under management
Melfa Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Westborough, MA. The firm has been registered since 2021. It reports $348.8 million in regulatory assets under management and employs 6 people.
Melfa Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Christine Melfa | Owner | 25-50% | 2021 |
| Victor Joseph Melfa Control | Secretary And Lead Portfolio Manager | Under 5% | 2021 |
| Victor Joseph Melfa Control | President, Treasurer And Director / Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Melfa Wealth Management, Inc. manage?
Melfa Wealth Management, Inc. reports $348.8 million in regulatory assets under management on its Form ADV.
How many employees does Melfa Wealth Management, Inc. have?
Melfa Wealth Management, Inc. reports 6 employees.
Where is Melfa Wealth Management, Inc. located?
Melfa Wealth Management, Inc. is based in Westborough, MA and has been SEC-registered since 2021.
Does Melfa Wealth Management, Inc. disclose fund performance?
Melfa Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Lyman Street, Suite 204, Westborough, MA 01581 |
| Phone | (508) 366-6040 |
| Fax | (508) 870-5582 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$348.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$348.8Mregulatory AUM
Discretionary $348.8M