MELFA WEALTH MANAGEMENT, INC.

FACTOR INVESTING GROUP
WESTBOROUGH, Massachusetts·3 registered advisors·CRD# 315131
SEC# 801-1218213(508) 366-6040
01

Firm Overview

AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MELFA WEALTH MANAGEMENT, INC.

3 registered advisors
Karen Christine Melfa
WESTBOROUGH, Massachusetts
Victor Joseph Melfa
WESTBOROUGH, Massachusetts
Victor Joseph Melfa
WESTBOROUGH, Massachusetts
05

Office Locations

WESTBOROUGH, Massachusetts
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MELFA WEALTH MANAGEMENT, INC. (CRD# 315131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.