| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2025 |
| Mark Phillip Pinzone Control | Member And Manager | 50-75% | 2025 |
| Michael James Donnellan Control | Member And Manager | 50-75% | 2025 |
M3 Wealth Management, LLC reports $143.2 million in regulatory assets under management on its Form ADV.
M3 Wealth Management, LLC reports 3 employees.
M3 Wealth Management, LLC is based in North Royalton, OH and has been SEC-registered since 2025.
M3 Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17601 W. 130th Street, Suite 1, North Royalton, OH 44133 |
| Phone | 440-652-6370 |
| Fax | 440-628-9497 |
| Office hours | 9:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2109365 |
| Discloses disciplinary history | No |
| Discretionary | $143.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $143.2M |