RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, ANASTASIA, GENEIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, SCOTT, HIMANAGING MEMBERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MELBROD, WESLEY, WIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 6, 2025 REGISTERED

Notice Filings (4)

AZ CA IN TX

Address

13520 EVENING CREEK DR. NORTH
SUITE 130
SAN DIEGO, CA 92128
United States
Phone: 855-635-2763