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MK3 WEALTH LLC
CRD 305760 · SEC 801-136283
1800 CHAPEL AVENUE WEST, SUITE 340, CHERRY HILL, NJ, 08002, United States
Phone
856-545-0077
Fax
856-344-7275
Registration
— (—)
Source
State registered
Total AUM
$113.1M
Discretionary AUM
$113.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $24.6M |
| High net worth individuals | 29 | $78.8M |
All web addresses on file
Official SEC filing: View on IAPD