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M&M WEALTH MANAGEMENT, LLC
CRD 170859
13410 PARKER COMMONS BLVD, SUITE 101, FORT MYERS, FL, 33912, United States
Phone
239-288-6542
Fax
866-285-8916
Registration
— (—)
Source
State registered
Total AUM
$82.9M
Discretionary AUM
$82.9M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $23.8M |
| High net worth individuals | 62 | $59.1M |
All web addresses on file
Official SEC filing: View on IAPD