MK3 WEALTH LLC

Overview

MK3 Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients — individuals and families — providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges a mix of percentage-of-AUM, hourly, and fixed fees. MK3 also operates as a registered representative of a broker-dealer and as an insurance broker. The firm does not position itself as an active ESG investor and is not indicated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives