M3 Wealth Management
M3 Wealth Management is an SEC-registered mass-market adviser in North Royalton, OH with $160.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns M3 Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335612, SEC 801-132477, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $160.2M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- North Royalton, OH
- Employees
- 3
- Clients
- 486
- CRD
- 335612
- Ownership
- PINZONE, MARK, PHILLIP; Kasting, Jonathan, G; DONNELLAN, MICHAEL, JAMES
How much AUM does M3 Wealth Management have?
M3 Wealth Management reported $160.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns M3 Wealth Management?
Disclosed owners and executives of M3 Wealth Management include PINZONE, MARK, PHILLIP, Kasting, Jonathan, G, DONNELLAN, MICHAEL, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.