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M WEALTH MANAGEMENT, LLC
CRD 281532 · SEC 801-112774
13520 EVENING CREEK DR. NORTH, SUITE 130, SAN DIEGO, CA, 92128, United States
Phone
855-635-2763
Fax
(760)471-5202
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.6M
Discretionary AUM
$177.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $86.1M |
| High net worth individuals | 41 | $91.4M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD