| Name | Title | Ownership | Since |
|---|---|---|---|
| Anastasia Gene Melbrod Control | Managing Member | 25-50% | 2015 |
| Scott H Melbrod Control | Managing Member | 25-50% | 2015 |
| Wesley W Melbrod Control | Managing Member And Chief Compliance Officer | 25-50% | 2015 |
M Wealth Management, LLC reports $171 million in regulatory assets under management on its Form ADV.
M Wealth Management, LLC reports 3 employees.
M Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
M Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128 |
| Phone | 855-635-2763 |
| Fax | (760)471-5202 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $171M |
| Non-discretionary | $0 |
| Total (RAUM) | $171M |