MYLES WEALTH MANAGEMENT, LLC
Adviser information for MYLES WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 592 | $119.4M |
| Non-Discretionary | 0 | $0 |
| Total | 592 | $119.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 497 | $85.6M |
| HNW Individuals | 18 | $31.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 18 | $1.9M |
| Charitable organizations | <5 | $68,171 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 25 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesSubscription feesFixed feesSOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-78851 |
|---|---|
| SEC ERA File Number | 801-78851 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169635 |
| Legal Entity Identifier | None |
Principal Office
59 NORTH MAIN STREETFLORIDA
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: 845-651-3070, Fax: 845-651-2170
Chief Compliance Officer
LUIS NEELY
59 NORTH MAIN STREET
FLORIDA
NY
United States
Tel:
845-651-3070
Fax:
845-651-2170
L*****@**********M
(Full email address available in API data)
Industry Affiliates
| MEZZETTI ENTERPRISES, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Mezzetti, Myles, Vincent | Individual | – | CEO | 10/2017 | 50-75% |
| MEZZETTI, JAMES, GERARD | Individual | – | PRESIDENT AND MANAGING PARTNER | 10/2018 | 50-75% |
| NEELY, LUIS, A | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |