Overview
Assets Under Management: $160 million
Headquarters: NORTH ROYALTON, OH
High-Net-Worth Clients: 60
Average Client Assets: $1.5 million
Frequently Asked Questions
M3 WEALTH MANAGEMENT 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 #335612), M3 WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
M3 WEALTH MANAGEMENT is headquartered in NORTH ROYALTON, OH.
M3 WEALTH MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, M3 WEALTH MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
M3 WEALTH MANAGEMENT manages $160 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, M3 WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.17%
Average Client Assets: $1.5 million
Total Client Accounts: 858
Discretionary Accounts: 858
Regulatory Filings
CRD Number: 335612
Filing ID: 2056122
Last Filing Date: 2026-02-24 15:19:42