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, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee model is a mix of asset-based fees, hourly charges and fixed fees. The firm reports no active ESG investing focus, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Industry affiliations include relationships with another investment adviser and an accountant.
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 Equities71%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents2%
Contacts
3 of 3SCOTT MELBROD
Founder & Managing PartnerCRD 4614202
ANASTASIA MELBROD
Financial AdvisorCRD 4914428
WESLEY MELBROD
Managing PartnerCRD 5634519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$137M in ETFs
24%
$32.9M
74%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $27.9M | 617,665 | 20.30% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 13520 Evening Creek Dr N
- Time zone
- PT (UTC-8)
- Office locations
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