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| Happy Holidays!! thanks for using AUM13F!! |
| M Wealth Management LLC
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|---|---|
| CRD # | 281532 |
| SEC # | 801-112774 |
| CIK # | 0002026150 |
| AUM | $171.0 M (2025-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 855-635-2763 |
| Address | 13520 Evening Creek Dr North San Diego, CA 92128 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 2.5 | ||
| Apple Inc | 1.7 | ||
| SPDR Gold Trust | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 333 | 88.1 |
| (b) Individuals (high net worth individuals) | 36 | 82.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 881 | 171.0 |
| By Discretionary | ||
| Discretionary | 881 | 171.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 167.1 | |
| Total | 881 | 171.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002026150] |
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|---|---|---|
|
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✚
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Setchfield Associates LLC
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Helmsman Financial Group LLC
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|
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0.2 | |
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CT | 0.2 |