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Anastasia Gene Melbrod

M WEALTH MANAGEMENT, LLC·SAN DIEGO, California
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13520 EVENING CREEK DR. NORTH, SAN DIEGO, CA 92128CRD# 4914428Firm CRD# 281532
01

About

Anastasia Gene Melbrod is a registered financial advisor based in SAN DIEGO, California, affiliated with M WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
M WEALTH MANAGEMENT, LLC
M WEALTH MANAGEMENT, LLC
AUM
$153M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at M WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4914428
Firm CRD# 281532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anastasia Gene Melbrod offer?
Anastasia Gene Melbrod specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Anastasia Gene Melbrod's credentials?
Anastasia Gene Melbrod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anastasia Gene Melbrod located?
Anastasia Gene Melbrod is based in SAN DIEGO, California, working with M WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Anastasia Gene Melbrod charge for services?
Anastasia Gene Melbrod's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M WEALTH MANAGEMENT, LLC?
M WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at M WEALTH MANAGEMENT, LLC

Scott H Melbrod
SAN DIEGO, CA
Wesley W Melbrod
SAN DIEGO, CA

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Research
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