M Wealth Management, LLC
M Wealth Management, LLC is an SEC-registered mass-market adviser in San Diego, CA with $177.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns M Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281532, SEC 801-112774, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $177.6M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 358
- CRD
- 281532
- Ownership
- MELBROD, SCOTT, H; MELBROD, ANASTASIA, GENE; MELBROD, WESLEY, W
How much AUM does M Wealth Management, LLC have?
M Wealth Management, LLC reported $177.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns M Wealth Management, LLC?
Disclosed owners and executives of M Wealth Management, LLC include MELBROD, SCOTT, H, MELBROD, ANASTASIA, GENE, MELBROD, WESLEY, W. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.