Overview
Assets Under Management: $178 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 41
Average Client Assets: $2.2 million
Frequently Asked Questions
M WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281532), M WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
M WEALTH MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
M WEALTH MANAGEMENT, LLC serves 41 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, M WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
M WEALTH MANAGEMENT, LLC manages $178 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, M WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.49%
Average Client Assets: $2.2 million
Total Client Accounts: 831
Discretionary Accounts: 831
Regulatory Filings
CRD Number: 281532
Filing ID: 2055774
Last Filing Date: 2026-02-17 18:30:29