M Wealth Management, LLC
● SEC registered since 2018CRD 281532SEC# 801-112774San Diego, CA
Reg. AUM
$177.6M
Employees
3
Accounts
831
Location
San Diego, CA
M Wealth Management, LLC assets under management
M Wealth Management, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2018. It reports $177.6 million in regulatory assets under management and employs 3 people.
M Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anastasia Gene Melbrod Control | Managing Member | 25-50% | 2015 |
| Scott H Melbrod Control | Managing Member | 25-50% | 2015 |
| Wesley W Melbrod Control | Managing Member And Chief Compliance Officer | 25-50% | 2015 |
Frequently asked questions
How much does M Wealth Management, LLC manage?
M Wealth Management, LLC reports $177.6 million in regulatory assets under management on its Form ADV.
How many employees does M Wealth Management, LLC have?
M Wealth Management, LLC reports 3 employees.
Where is M Wealth Management, LLC located?
M Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Does M Wealth Management, LLC disclose fund performance?
M Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128 |
| Phone | 855-635-2763 |
| Fax | (760)471-5202 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.6M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$177.6Mregulatory AUM
Discretionary $177.6M