M&M Wealth Management, LLC

Overview

M&M Wealth Management, LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients and small businesses. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also functions as an insurance broker. Fee arrangements are mixed: percentage-of-AUM, hourly, and fixed-fee engagements are all used. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. M&M does not operate as a capital allocator; instead it implements third-party managers and products for client portfolios. The combination of advisory and insurance-broker activities suggests a blend of investment management with insurance-based solutions in client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices