MELFA WEALTH MANAGEMENT, LLC
Ownership & control
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- Identity, address & registry profile
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Assets held
138 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
People & control
104 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ABRDN ASIA PACIFIC INCOME FUAlso holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- EP Wealth Advisors, LLC13F holder
- ABRDN INCOME CREDIT STRATEGIAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- ABRDN NATL MUN INCOME FDAlso holds roles at 4 other companies
- TUCKER ASSET MANAGEMENT LLC13F holder
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- ADVENT CONVAlso holds roles at 4 other companies
- Fortis Group Advisors, LLC13F holder
- COMERICA BANK13F holder
- McIlrath & Eck, LLC13F holder
- ALLIANCEBERNSTEIN NATL MUN IAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- SkyView Investment Advisors, LLC13F holder
- APOLLO SR FLOATING RATE FD IAlso holds roles at 3 other companies
- Apollo Management Holdings, L.P.13F holder
- COMERICA BANK13F holder
- FIRST FOUNDATION ADVISORS13F holder
- APPLE INCAlso holds roles at 184 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- BLACKROCK CALIF MUN INCOME TAlso holds roles at 5 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- BLACKROCK CORE BD TRAlso holds roles at 6 other companies
- Slocum, Gordon & Co LLP13F holder
- HEADINVEST, LLC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- BLACKROCK CORPOR HI YLD FD IAlso holds roles at 6 other companies
- CITIGROUP INC13F holder
- Fortis Group Advisors, LLC13F holder
- COMERICA BANK13F holder
- BLACKROCK CR ALLOCATION INCOAlso holds roles at 7 other companies
- CITIGROUP INC13F holder
- Fortis Group Advisors, LLC13F holder
- EP Wealth Advisors, LLC13F holder
- BLACKROCK DEBT STRATEGIES FDAlso holds roles at 4 other companies
- CITIGROUP INC13F holder
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- BLACKROCK FLOATING RATE INCOAlso holds roles at 4 other companies
- CITIGROUP INC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- BLACKROCK INCOME TR INCAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- BLACKROCK INVT QUALITY MUN TAlso holds roles at 4 other companies
- Walleye Capital LLC13F holder
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- BLACKROCK MUN INCOME TRAlso holds roles at 3 other companies
- VisionPoint Advisory Group, LLC13F holder
- COMERICA BANK13F holder
- SkyView Investment Advisors, LLC13F holder
- BLACKROCK MUNI INCOME TR IIAlso holds roles at 6 other companies
- VisionPoint Advisory Group, LLC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- BLACKROCK MUNIASSETS FD INC COMAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- CITIGROUP INC13F holder
- COMERICA BANK13F holder
- BLACKROCK MUNICIPAL INCOME COMAlso holds roles at 7 other companies
- WEST PACES ADVISORS INC.13F holder
- Fisher Asset Management, LLC13F holder
- BAR HARBOR WEALTH MANAGEMENT13F holder
- BLACKROCK MUNIHLDGS NJ QLTYAlso holds roles at 1 other company
- B. Riley Wealth Advisors, Inc.13F holder
- Blackrock Munihldgs NY Qlty FdAlso holds roles at 3 other companies
- TRUST CO OF VERMONT13F holder
- TOMPKINS FINANCIAL CORP13F holder
- Integrated Advisors Network LLC13F holder
- BLACKROCK MUNIHLDNGS CALI QLAlso holds roles at 9 other companies
- RB Capital Management, LLC13F holder
- Morton Capital Management LLC/CA13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- BLACKROCK MUNIHOLDINGS FD INAlso holds roles at 3 other companies
- COMERICA BANK13F holder
- SkyView Investment Advisors, LLC13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- BLACKROCK MUNIHOLDINGS QUALIAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- BLACKROCK MUNIVEST FD II INCAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- BLACKROCK MUNIVEST FD INCAlso holds roles at 4 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- BLACKROCK MUNIYIELD MICH QUAlso holds roles at 2 other companies
- CITIGROUP INC13F holder
- COMERICA BANK13F holder
- BLACKROCK MUNIYIELD QUALITYAlso holds roles at 5 other companies
- Walleye Capital LLC13F holder
- COMERICA BANK13F holder
- Creative Planning13F holder
- BLACKROCK MUNIYILD QULT FD INC COMAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
- BAR HARBOR WEALTH MANAGEMENT13F holder
- BLACKROCK TAX MUNICPAL BD TRAlso holds roles at 6 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Fortis Group Advisors, LLC13F holder
- COMERICA BANK13F holder
- BLACKSTONE STRATEGIC CRED 20Also holds roles at 4 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- BNY MELLON MUN BD INFRASTRUCAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- BAR HARBOR WEALTH MANAGEMENT13F holder
- BNY Mellon Municipal Income IncAlso holds roles at 2 other companies
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- BNY MELLON STRATEGIC MUNS INAlso holds roles at 4 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Almitas Capital LLC13F holder
- Walleye Capital LLC13F holder
- CALAMOS CONV & HIGH INCOME FAlso holds roles at 6 other companies
- Raleigh Capital Management Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- Fortis Group Advisors, LLC13F holder
- CALAMOS CONV OPPORTUNITIES &Also holds roles at 4 other companies
- EP Wealth Advisors, LLC13F holder
- COMERICA BANK13F holder
- Twin Lakes Capital Management, LLC13F holder
- Community Bank System IAlso holds roles at 17 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- CREDIT SUISSE HIGH YIELD BDAlso holds roles at 3 other companies
- COMERICA BANK13F holder
- Creative Planning13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- DIMENSIONAL ETF TRUSTAlso holds roles at 55 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- DOUBLELINE OPPORTUNISTIC CRAlso holds roles at 3 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- R.P. Boggs & Co.13F holder
- DTF Tax-Free Income 2028 Term Fund IncAlso holds roles at 1 other company
- Almitas Capital LLC13F holder
- DWS Municipal Income TrustAlso holds roles at 4 other companies
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- DWS Strategic Municipal Income TrustAlso holds roles at 2 other companies
- Almitas Capital LLC13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- EATON VANCE CALIF MUN BD FDAlso holds roles at 2 other companies
- DEUTSCHE BANK AG\13F holder
- Almitas Capital LLC13F holder
- Eaton Vance California Municipal Income TrustAlso holds roles at 2 other companies
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- EATON VANCE FLTING RATE INCAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- ATTICUS WEALTH MANAGEMENT, LLC13F holder
- EATON VANCE LTD DURATION INCAlso holds roles at 9 other companies
- Slocum, Gordon & Co LLP13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- Fortis Group Advisors, LLC13F holder
- Eaton Vance ManagementAlso holds roles at 3 other companies
- BAR HARBOR WEALTH MANAGEMENT13F holder
- COMERICA BANK13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- EATON VANCE MUN BD FD COMAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- CITIGROUP INC13F holder
- COMERICA BANK13F holder
- Eaton Vance New York Mun Bd FdAlso holds roles at 2 other companies
- TRUST CO OF VERMONT13F holder
- Almitas Capital LLC13F holder
- EATON VANCE SHORT DURATION DAlso holds roles at 2 other companies
- EP Wealth Advisors, LLC13F holder
- Creative Planning13F holder
- EATON VANCE SR INCOME TRAlso holds roles at 3 other companies
- VisionPoint Advisory Group, LLC13F holder
- Creative Planning13F holder
- FIRST FOUNDATION ADVISORS13F holder
- EVERSOURCE ENERGY COMAlso holds roles at 39 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- EXXON MOBIL CORPAlso holds roles at 145 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HIGHLAND OPPORTUNITIESAlso holds roles at 3 other companies
- Raleigh Capital Management Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- INVESCO ADVANTAGE MUN INCOMEAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- Creative Planning13F holder
- INVESCO BD FDAlso holds roles at 3 other companies
- CITIGROUP INC13F holder
- PFS Partners, LLC13F holder
- COMERICA BANK13F holder
- INVESCO EXCHANGE TRADED FD TAlso holds roles at 17 other companies
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
- INVESCO MUN OPPORTUNITY TRAlso holds roles at 7 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Modera Wealth Management, LLC13F holder
- BAR HARBOR WEALTH MANAGEMENT13F holder
- INVESCO MUNI INCOME OPP TRSTAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Modera Wealth Management, LLC13F holder
- INVESCO MUNICIPAL TRUSTAlso holds roles at 4 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Modera Wealth Management, LLC13F holder
- Walleye Capital LLC13F holder
- INVESCO QUALITY MUN INCOME TR COMAlso holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- CITIGROUP INC13F holder
- BAR HARBOR WEALTH MANAGEMENT13F holder
- INVESCO SR INCOME TRAlso holds roles at 8 other companies
- Continuum Advisory, LLC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- Modera Wealth Management, LLC13F holder
- INVESCO TR INVT GRADE MUNSAlso holds roles at 3 other companies
- Walleye Capital LLC13F holder
- COMERICA BANK13F holder
- HARBOUR INVESTMENTS, INC.13F holder
- ISHARES DOW JONES U.S. ETFAlso holds roles at 11 other companies
- Sunbelt Securities, Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- EP Wealth Advisors, LLC13F holder
- ISHARES PREFERRED & INCOME SECURITIES ETFAlso holds roles at 49 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- MFS High Income Municipal TrustAlso holds roles at 2 other companies
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- MFS INTER INCOME TR SH BEN INTAlso holds roles at 3 other companies
- Sunbelt Securities, Inc.13F holder
- EP Wealth Advisors, LLC13F holder
- COMERICA BANK13F holder
- MFS Investment Grade Municipal TrustAlso holds roles at 1 other company
- Almitas Capital LLC13F holder
- MFS MUN INCOME TR SH BEN INTAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Almitas Capital LLC13F holder
- COMERICA BANK13F holder
- Neuberger Berman California Municipal Fund IncAlso holds roles at 3 other companies
- Almitas Capital LLC13F holder
- SkyView Investment Advisors, LLC13F holder
- FIRST FOUNDATION ADVISORS13F holder
- Neuberger Berman Funds/Closed-Also holds roles at 2 other companies
- BAR HARBOR WEALTH MANAGEMENT13F holder
- COMERICA BANK13F holder
- NEUBERGER BERMAN HIGH YIELDAlso holds roles at 4 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- Alpine Global Management, LLC13F holder
- NUVEENAlso holds roles at 9 other companies
- WESBANCO BANK INC13F holder
- Sunbelt Securities, Inc.13F holder
- VisionPoint Advisory Group, LLC13F holder
- NUVEEN AMT FREE MUN CR INC FD COMAlso holds roles at 11 other companies
- WEST PACES ADVISORS INC.13F holder
- CoreFirst Bank & Trust13F holder
- VisionPoint Advisory Group, LLC13F holder
- NUVEEN CA QUALTY MUN INCOMEAlso holds roles at 5 other companies
- RB Capital Management, LLC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- EP Wealth Advisors, LLC13F holder
- NUVEEN CALIFORNIA MUNI VLU FAlso holds roles at 5 other companies
- RB Capital Management, LLC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- Nuveen Floating Rate IncomeAlso holds roles at 9 other companies
- CoreFirst Bank & Trust13F holder
- Raleigh Capital Management Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- NUVEEN MUN CR OPPORTUNITIESAlso holds roles at 3 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- Creative Planning13F holder
- NUVEEN MUNICIPAL VALUE FUND INC.Also holds roles at 9 other companies
- WESBANCO BANK INC13F holder
- Sunbelt Securities, Inc.13F holder
- CITIGROUP INC13F holder
- Nuveen Preferred Income Opportunities FundAlso holds roles at 6 other companies
- CoreFirst Bank & Trust13F holder
- CITIGROUP INC13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- NUVEEN QUALITY MUNCP INCOME FD COMAlso holds roles at 14 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
- VisionPoint Advisory Group, LLC13F holder
- Nuveen Quality Preferred IIAlso holds roles at 10 other companies
- CoreFirst Bank & Trust13F holder
- Fisher Asset Management, LLC13F holder
- WESBANCO BANK INC13F holder
- NUVEEN REAL ASSET INCOME & GAlso holds roles at 5 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Fortis Group Advisors, LLC13F holder
- COMERICA BANK13F holder
- NUVEEN SELECT TAX-FREE INCOME SH BEN INTAlso holds roles at 6 other companies
- Sunbelt Securities, Inc.13F holder
- B. Riley Wealth Advisors, Inc.13F holder
- Verity Asset Management, Inc.13F holder
- PGIM GLOBAL HIGH YIELD FD FOAlso holds roles at 4 other companies
- Raleigh Capital Management Inc.13F holder
- COMERICA BANK13F holder
- OLD NATIONAL BANCORP /IN/13F holder
- PIMCO CALIF MUN INCOME FDAlso holds roles at 3 other companies
- COMERICA BANK13F holder
- Creative Planning13F holder
- FIRST FOUNDATION ADVISORS13F holder
- PIMCO DYNAMIC INCOME FDAlso holds roles at 12 other companies
- Estabrook Capital Management13F holder
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
- Sunbelt Securities, Inc.13F holder
- PIMCO MUN INCOME FDAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- PIMCO MUN INCOME FD IIIAlso holds roles at 5 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- Walleye Capital LLC13F holder
- COMERICA BANK13F holder
- PIONEER MUNICIPAL HIGH INCOME COMAlso holds roles at 2 other companies
- Sunbelt Securities, Inc.13F holder
- COMERICA BANK13F holder
- PUTNAM MANAGED MUN INCOME TRAlso holds roles at 2 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- HOHIMER WEALTH MANAGEMENT, LLC13F holder
- PUTNAM MASTER INTER INCOME TAlso holds roles at 2 other companies
- COMERICA BANK13F holder
- FIRST FOUNDATION ADVISORS13F holder
- PUTNAM MUN OPPORTUNITIES TRAlso holds roles at 5 other companies
- B. Riley Wealth Advisors, Inc.13F holder
- COMERICA BANK13F holder
- Seelaus Asset Management LLC13F holder
- PUTNAM PREMIER INCOME TRAlso holds roles at 5 other companies
- COMERICA BANK13F holder
- CIBC Private Wealth Group, LLC13F holder
- Creative Planning13F holder
104 parties · 0 current. Ceased and resigned records are retained as history.