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Mk3 Wealth LLC

● SEC registered since 2026CRD 305760SEC# 801-136283Cherry Hill, NJ
Export (members)
Reg. AUM
$113.1M
Employees
3
Accounts
223
Location
Cherry Hill, NJ

Mk3 Wealth LLC assets under management

Mk3 Wealth LLC is an SEC-registered investment adviser based in Cherry Hill, NJ. The firm has been registered since 2026. It reports $113.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/matthew-s-montenero-cfp%c2%ae-mba-6a5a785bView on SEC.gov ↗

Mk3 Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Scott Montenero ControlPrincipal And CcoOver 75%2019

Frequently asked questions

How much does Mk3 Wealth LLC manage?

Mk3 Wealth LLC reports $113.1 million in regulatory assets under management on its Form ADV.

How many employees does Mk3 Wealth LLC have?

Mk3 Wealth LLC reports 3 employees.

Where is Mk3 Wealth LLC located?

Mk3 Wealth LLC is based in Cherry Hill, NJ and has been SEC-registered since 2026.

Does Mk3 Wealth LLC disclose fund performance?

Mk3 Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Chapel Avenue West, Suite 340, Cherry Hill, NJ 08002
Phone856-545-0077
Fax856-344-7275
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.1M
Non-discretionary$0
Total (RAUM)$113.1M