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Michael Dante Mele

Investment adviser representative at Hb Wealth
10 yearsExperience
1 stateRegistered in
CFADesignation
$30.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Hb WealthJan 2025 to now
  2. Hb Wealth Management, LLCJan 2025 to now
  3. Wms Partners, LLCJun 2023 to Jan 2025
  4. T. Rowe. PriceNov 2017 to Jun 2023
  5. AstrazenecaSep 2016 to Nov 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MD).

Hb Wealth

Legal name: Hb Wealth Management, LLC

$30.2BAssets managed
5,459Clients
168Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7766991
Firm CRD
316731
Advisor's SEC record (opens in a new tab)
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