M WEALTH MANAGEMENT, LLC
CRD #281532 SEC #801-112774 SAN DIEGO, CA 855-635-2763
SEC Registered
Total AUM
$171M
Discretionary
$171M
Employees
3
Clients
0
Accounts
881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171M | $171M | $0 | 3 | 0 |
| Jan 2024 | $152.9M | $152.9M | $0 | 3 | 0 |
| Sep 2023 | $142.2M | $142.2M | $0 | 3 | 0 |
| Jan 2023 | $142.2M | $142.2M | $0 | 3 | 0 |
| Jan 2022 | $158.9M | $158.9M | $0 | 3 | 0 |
| Jan 2021 | $140M | $140M | $0 | 3 | 0 |
| Jun 2020 | $142.6M | $142.5M | $133K | 3 | 0 |
| Jun 2020 | $142.6M | $142.5M | $133K | 3 | 0 |
| Feb 2020 | $142.6M | $142.5M | $133K | 3 | 0 |
| Oct 2019 | $145.3M | $145.3M | $0 | 3 | 0 |
| Aug 2019 | $145.3M | $145.3M | $0 | 3 | 0 |
| May 2019 | $145.3M | $145.3M | $0 | 3 | 0 |
| Mar 2019 | $145.3M | $145.3M | $0 | 3 | 0 |
| Mar 2018 | $129.3M | $129.3M | $0 | 3 | 0 |
DateMar 2025
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$142.6M
Discretionary$142.5M
Non-Disc.$133K
Employees3
Clients0
DateJun 2020
Total AUM$142.6M
Discretionary$142.5M
Non-Disc.$133K
Employees3
Clients0
DateFeb 2020
Total AUM$142.6M
Discretionary$142.5M
Non-Disc.$133K
Employees3
Clients0
DateOct 2019
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients0