M&M WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- FORT MYERS, Florida
- CRD number
- 170859
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.29%
- Individuals28.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
M&M Wealth Management, LLC operates as an independent, individual-owned registered investment adviser that serves individuals and families. The firm combines fee-for-assets (percentage of AUM) billing with hourly and fixed-fee arrangements, and also conducts insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG-focused allocator and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- US Government Bonds4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1ERIC MARVIN
CEO and Co-FounderCRD 4856310
Contacts
1 of 1GUISEPPI MORABITO
President and Financial PlannerCRD 4873700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT MYERS, FL
LEE
Location
FORT MYERS, FL
Headquartered in FORT MYERS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- LEE
- Address
- 13410 Parker Commons Blvd
- Time zone
- ET (UTC-5)
- Office locations
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