M Wealth Management, LLC
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Overview
M Wealth Management, LLC operates as a financial advisory company located in San Diego, California. M Wealth Management, LLC oversees $142.2 million in total assets across 894 accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. M Wealth Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like options, bonds and equities.
M Wealth Management, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing client consent. The company supervises about $159,064 for every customer account. The typical advisor at M Wealth Management, LLC oversees around 298 client accounts.
M Wealth Management, LLC's headquarters is located at 13520 Evening Creek Dr. North, San Diego, California 92128. It is registered to provide services to investors throughout a few states, including Arizona, California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
M Wealth Management, LLC by the Numbers
$142.2 million
3
894
$159.1 thousand
Products and Services
Financial services offered by M Wealth Management, LLC can include financial planning services and portfolio management for individuals and small businesses. Notably, the company did not provide financial planning services to any of its clients in the previous financial year. The company is not involved in selling products or offering services other than investment advisory services to its investment advisory customers. M Wealth Management, LLC also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on which services are provided. Fee types charged by M Wealth Management, LLC most likely are comprised of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
M Wealth Management, LLC caters to retail investors and high net worth investors. Out of its 894 clients, M Wealth Management, LLC's biggest client group by number of accounts is retail investors, although it also manages money for 24 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 6.19%
- Other Individuals - 93.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
M Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at M Wealth Management, LLC
San Diego, CA
San Diego, CA
San Diego, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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