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M3 WEALTH MANAGEMENT

M3 WEALTH MANAGEMENT, LLC

CRD 335612 · SEC 801-132477

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17601 W. 130TH STREET, SUITE 1, NORTH ROYALTON, OH, 44133, United States

Phone

440-652-6370

Fax

440-628-9497

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.2M

Discretionary AUM

$160.2M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals426$70.2M
High net worth individuals60$90.0M

States served

NC, OH, SC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD