M3 Wealth Management, LLC
● SEC registered since 2025CRD 335612SEC# 801-132477North Royalton, OH
Reg. AUM
$160.2M
Employees
3
Accounts
858
Location
North Royalton, OH
M3 Wealth Management, LLC assets under management
M3 Wealth Management, LLC is an SEC-registered investment adviser based in North Royalton, OH. The firm has been registered since 2025. It reports $160.2 million in regulatory assets under management and employs 3 people.
M3 Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2025 |
| Mark Phillip Pinzone Control | Member And Manager | 50-75% | 2025 |
| Michael James Donnellan Control | Member And Manager | 50-75% | 2025 |
Frequently asked questions
How much does M3 Wealth Management, LLC manage?
M3 Wealth Management, LLC reports $160.2 million in regulatory assets under management on its Form ADV.
How many employees does M3 Wealth Management, LLC have?
M3 Wealth Management, LLC reports 3 employees.
Where is M3 Wealth Management, LLC located?
M3 Wealth Management, LLC is based in North Royalton, OH and has been SEC-registered since 2025.
Does M3 Wealth Management, LLC disclose fund performance?
M3 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 | 17601 W. 130th Street, Suite 1, North Royalton, OH 44133 |
| Phone | 440-652-6370 |
| Fax | 440-628-9497 |
| Office hours | 9:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2109365 |
| Discloses disciplinary history | No |
Regulatory AUM
$160.2M▲ 12%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$160.2Mregulatory AUM
Discretionary $160.2M