M Wealth Management, LLC

Overview

M Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018 and is organized as a limited liability company under individual ownership. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing model mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, does not identify as an ESG investor, and is not registered as a multi-state adviser or pension consultant. M Wealth lists industry affiliations that include another investment adviser and an accounting firm, indicating a willingness to coordinate with external professional service providers when advising clients.

Assets & Accounts

Public Holdings

Investments & Alternatives