M Wealth Management, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 281532
- Registered since
- April 4, 2018
- Website
- melbrod.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.49%
- Individuals48.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
M Wealth Management, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2018. The firm is owned by an individual and serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, hourly charges, and fixed-fee arrangements. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities71%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Anastasia Melbrod
Financial AdvisorCRD 4914428
Wesley Melbrod
Managing PartnerCRD 5634519
Scott Melbrod
Founder & Managing PartnerCRD 4614202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$148M in ETFs
25%
$36.5M
73%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $31.7M | 605,281 | 21.36% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 13520 Evening Creek Dr N
- Time zone
- PT (UTC-8)
- Office locations
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