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M WEALTH MANAGEMENT, LLC
M WEALTH MANAGEMENT, LLC
SAN DIEGO, California
·
3 registered advisors
·
CRD# 281532
SEC# 801-112774
0
855-635-2763
01
Firm Overview
AUM
$153M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at M WEALTH MANAGEMENT, LLC
3 registered advisors
Anastasia Gene Melbrod
SAN DIEGO, California
CRD# 4914428
Scott H Melbrod
SAN DIEGO, California
CRD# 4614202
Wesley W Melbrod
SAN DIEGO, California
CRD# 5634519
05
Office Locations
SAN DIEGO, California
3 advisors
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Data sourced from SEC Form ADV filings. M WEALTH MANAGEMENT, LLC (CRD# 281532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.