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Home > Retirement Planners > california > san diego > M WEALTH MANAGEMENT, LLC
M WEALTH MANAGEMENT, LLC
13520 Evening Creek Dr. North
Suite 130
San Diego, California 92128
Tel: 855-635-2763
About M WEALTH MANAGEMENT, LLC
M WEALTH MANAGEMENT, LLC, formally registered with the SEC as M WEALTH MANAGEMENT, LLC. The firm was established in 04/04/2018. They have over 1 offices throughout the country.
M WEALTH MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $152,927,494 assets under management, offering retirement planning & investment advisory services to 895 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281532 |
| SEC# | 801-112774 |
| Assets Managed by Firm | $152,927,494 |
| No. of Clients | 895 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 895 | $152,927,494 |
| Individuals (other than high net worth individuals) | 354 | $93,531,959 |
| High net worth individuals | 26 | $59,395,535 |
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