MK3 Wealth LLC

RIASEC RegisteredEst. 2026

Total AUM

$113M

Discretionary

$113M

100% of AUM

Avg account

$507K

Accounts

223

Employees

Advisory reps

Firm details

Headquarters: Cherry Hill, New Jersey
CRD number: 305760
Registered since: June 10, 2026
Website: www.mk3wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.62%
Individuals21.76%
Pension & Profit Sharing Plans6.6%
Corporations / Businesses1.62%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

MK3 Wealth LLC is an independent, individual‑owned registered investment adviser that serves individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. It operates with multiple fee arrangements (percentage of AUM, hourly charges, and fixed fees) and maintains broker‑dealer registration activity and insurance brokerage capability alongside its advisory business. The firm reports SEC registration in 2026 and is not identified as an active ESG investor or a capital allocator to external private managers.