M3 Advisory Group, LLC
M3 Advisory Group, LLC is an SEC-registered wealth manager in Needham Heights, MA with $342.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns M3 Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156208, SEC 801-120905, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $342.0M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- Needham Heights, MA
- Employees
- 6
- Clients
- 341
- CRD
- 156208
- Ownership
- JEFFRIES, JOHN, DANIEL; KELLOGG, MICHAEL, WELLINGTON; EMPIRICAL ASSET MANAGEMENT, LLC; Jeffries, Nicholas, Paul; SCIONTI, MARK, WILLIAM
How much AUM does M3 Advisory Group, LLC have?
M3 Advisory Group, LLC reported $342.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns M3 Advisory Group, LLC?
Disclosed owners and executives of M3 Advisory Group, LLC include JEFFRIES, JOHN, DANIEL, KELLOGG, MICHAEL, WELLINGTON, EMPIRICAL ASSET MANAGEMENT, LLC, Jeffries, Nicholas, Paul, SCIONTI, MARK, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.