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| M3 Wealth Management LLC
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|---|---|
| CRD # | 335612 |
| SEC # | 801-132477 |
| CIK # | 0002109365 |
| AUM | 160.2 M (2026-02-24) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-652-6370 |
| Address | 17601 W 130th Street North Royalton, OH 44133 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.0 | ||
| GE Vernova Inc | 5.6 | ||
| Johnson & Johnson | 4.5 | ||
| Apple Inc | 4.2 | ||
| Valero Energy Corp/Tx | 4.2 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Tesla Motors Inc | 3.8 | ||
| AbbVie Inc | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Waste Management Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 70.2 |
| (b) Individuals (high net worth individuals) | 60 | 90.0 |
| (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 | 858 | 160.2 |
| By Discretionary | ||
| Discretionary | 858 | 160.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 858 | 160.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.2 | |
| Total | 858 | 160.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109365] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Eddie Patel Inc
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The Wealth Group Ltd
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Arbor Private Wealth LLC
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|
Steven Feldstein & Associates
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160.0 M | |
|
Fidelis Financial Planning LLC
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|
Kensington Financial Advisors LLC
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