Mk3 Wealth LLC
● SEC registered since 2026CRD 305760SEC# 801-136283Cherry Hill, NJ
Reg. AUM
$113.1M
Employees
3
Accounts
223
Location
Cherry Hill, NJ
Mk3 Wealth LLC assets under management
Mk3 Wealth LLC is an SEC-registered investment adviser based in Cherry Hill, NJ. The firm has been registered since 2026. It reports $113.1 million in regulatory assets under management and employs 3 people.
Mk3 Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Scott Montenero Control | Principal And Cco | Over 75% | 2019 |
Frequently asked questions
How much does Mk3 Wealth LLC manage?
Mk3 Wealth LLC reports $113.1 million in regulatory assets under management on its Form ADV.
How many employees does Mk3 Wealth LLC have?
Mk3 Wealth LLC reports 3 employees.
Where is Mk3 Wealth LLC located?
Mk3 Wealth LLC is based in Cherry Hill, NJ and has been SEC-registered since 2026.
Does Mk3 Wealth LLC disclose fund performance?
Mk3 Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 Chapel Avenue West, Suite 340, Cherry Hill, NJ 08002 |
| Phone | 856-545-0077 |
| Fax | 856-344-7275 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.1Mregulatory AUM
Discretionary $113.1M