Mk3 Wealth LLC
Mk3 Wealth LLC is an SEC-registered ria with $113.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Mk3 Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305760, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $113.1M (2026-06-09)
- Firm type
- Ria
- Employees
- 3
- Clients
- 85
- CRD
- 305760
- Ownership
- MONTENERO, MATTHEW, SCOTT
How much AUM does Mk3 Wealth LLC have?
Mk3 Wealth LLC reported $113.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Mk3 Wealth LLC?
Disclosed owners and executives of Mk3 Wealth LLC include MONTENERO, MATTHEW, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.