Myles Wealth Management, LLC is a mid-sized advisory firm based in Florida. It manages $73.88 million of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, New Jersey, New York, Texas, and Virginia.
Myles Wealth Management provides financial planning services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Myles Wealth Management, LLC is $73.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Myles Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Myles Vincent Mezzetti is individuals with 407 clients and $62.58 million of assets under management. Among the 6 most similar advisory firms, Myles Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $70.13 million for 412 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Myles Wealth Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Myles Vincent Mezzetti has been acting as President since 1 Dec 2013. James Mezzetti joined the executive team most recently as the President.
The principal office where Myles Wealth Management, LLC performs its advisory services is located at 59 North Main Street, Florida, NY 10921, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-651-3070 or by fax 845-651-2170. The normal business hours are by appointment on Monday - Friday.