RIA Intelligence

M83 INVESTMENT GROUP, LLC

CRD #332416 SEC #801-131436 CALABASAS, CA 818-222-4727
SEC Registered
Total AUM
$191M
Discretionary
$191M
Employees
6
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCKINNON, STACEY, LYNNICHIEF OPERATING OFFICER AND MANAGERNA Control
MCKINNON, STACEY, LYNNICHIEF OPERATING OFFICER AND MANAGERNA Control
MCKINNON, STACEY, LYNNICHIEF OPERATING OFFICER AND MANAGERNA Control
MCKINNON, STACEY, LYNNICHIEF OPERATING OFFICER AND MANAGERNA Control
MCKINNON, STACEY, LYNNICHIEF OPERATING OFFICER AND MANAGERNA Control
PINCHUK, MEGHAN, HILLARYICHIEF INVESTMENT OFFICER AND MANAGERNA Control
PINCHUK, MEGHAN, HILLARYICHIEF INVESTMENT OFFICER AND MANAGERNA Control
PINCHUK, MEGHAN, HILLARYICHIEF INVESTMENT OFFICER AND MANAGERNA Control
PINCHUK, MEGHAN, HILLARYICHIEF INVESTMENT OFFICER AND MANAGERNA Control
PINCHUK, MEGHAN, HILLARYICHIEF INVESTMENT OFFICER AND MANAGERNA Control
SARTI, JEFFREYICHIEF EXECUTIVE OFFICER AND MANAGERNA Control
SARTI, JEFFREYICHIEF EXECUTIVE OFFICER AND MANAGERNA Control
SARTI, JEFFREYICHIEF EXECUTIVE OFFICER AND MANAGERNA Control
SARTI, JEFFREYICHIEF EXECUTIVE OFFICER AND MANAGERNA Control
SARTI, JEFFREYICHIEF EXECUTIVE OFFICER AND MANAGERNA Control
STRIKS, MENACHEMICHIEF COMPLIANCE OFFICERNA Control
STRIKS, MENACHEMICHIEF COMPLIANCE OFFICERNA Control
STRIKS, MENACHEMICHIEF COMPLIANCE OFFICERNA Control
STRIKS, MENACHEMICHIEF COMPLIANCE OFFICERNA Control
STRIKS, MENACHEMICHIEF COMPLIANCE OFFICERNA Control
MORTON WEALTHDESOLE MEMBERE Control
MORTON WEALTHDESOLE MEMBERE Control
MORTON WEALTHDESOLE MEMBERE Control
MORTON WEALTHDESOLE MEMBERE Control
MORTON WEALTHDESOLE MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCKINNON, STACEY, LYNNIMORTON WEALTHF Control
MCKINNON, STACEY, LYNNIMORTON WEALTHF Control
SARTI, JEFFREYITHE SARTI TRUSTF Control
SARTI, JEFFREYITHE SARTI TRUSTF Control
SARTI, SARA, MINKYUNGITHE SARTI TRUSTF Control
SARTI, SARA, MINKYUNGITHE SARTI TRUSTF Control
SELTER, ERIC, JAYIMORTON WEALTHF Control
SELTER, ERIC, JAYIMORTON WEALTHF Control
PINCHUK, MEGHAN, HILLARYIMORTON WEALTHC Control
PINCHUK, MEGHAN, HILLARYIMORTON WEALTHC Control
THE SARTI TRUSTDEMORTON WEALTHC Control
THE SARTI TRUSTDEMORTON WEALTHC Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (1)

CA

Address

27200 AGOURA ROAD
SUITE 200
CALABASAS, CA 91301
United States
Phone: 818-222-4727