M3 WEALTH MANAGEMENT, LLC
Doing business as M3 WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$160,236,028
Discretionary
$160,236,028
Non-discretionary
$0
Firm details
- CRD number
- 335612
- SEC file number
- 801-132477
- Main office
- NORTH ROYALTON, OH, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://m3wealthmanagement.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.