M3 WEALTH MANAGEMENT
Firm details
- Headquarters
- NORTH ROYALTON, Ohio
- CRD number
- 335612
- Registered since
- April 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.17%
- Individuals43.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
M3 Wealth Management is a privately owned limited liability company that registered with the SEC in 2025. The firm serves individual and family clients and operates as a capital allocator, selecting outside managers alongside direct portfolio management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 Equities51%
- Public Funds/Mutual Funds27%
- US Government Bonds19%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
2 of 2Mark Pinzone
Managing PartnerCRD 2252556
MICHAEL DONNELLAN
Managing PartnerCRD 2052675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$68M in ETFs
84%
$57M
0%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $11M | 51,328 | 16.23% |
Location
NORTH ROYALTON, OH
CUYAHOGA
Location
NORTH ROYALTON, OH
Headquartered in NORTH ROYALTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 17601 W 130th St
- Time zone
- ET (UTC-5)
- Office locations
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