Myles Wealth Management, LLC
CRD 169635SEC# 801-78851Florida, NY
No longer SEC-registered. Myles Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$97.1M
Employees
5
Accounts
466
Location
Florida, NY
Myles Wealth Management, LLC assets under management
Myles Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Florida, NY. It reports $97.1 million in regulatory assets under management and employs 5 people.
Myles Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Gerard Mezzetti Control | President, Managing Partner And Cco | 50-75% | 2024 |
| Myles Vincent Mezzetti Control | Ceo | 50-75% | 2017 |
Frequently asked questions
How much does Myles Wealth Management, LLC manage?
Myles Wealth Management, LLC reports $97.1 million in regulatory assets under management on its Form ADV.
How many employees does Myles Wealth Management, LLC have?
Myles Wealth Management, LLC reports 5 employees.
Where is Myles Wealth Management, LLC located?
Myles Wealth Management, LLC is based in Florida, NY.
Does Myles Wealth Management, LLC disclose fund performance?
Myles Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 59 North Main Street, Florida, NY 10921 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$97.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$97.1Mregulatory AUM
Discretionary $97.1M