M WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$177,562,651
Discretionary
$177,562,651
Non-discretionary
$0
Firm details
- CRD number
- 281532
- SEC file number
- 801-112774
- Main office
- SAN DIEGO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.