M3 WEALTH MANAGEMENT, LLC
Legal name: M3 WEALTH MANAGEMENT
CRD #335612 SEC #801-132477 NORTH ROYALTON, OH 440-652-6370
SEC Registered
Total AUM
$143.2M
Discretionary
$143.2M
Employees
3
Clients
0
Accounts
4,527
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $143.2M | $143.2M | $0 | 3 | 0 |
| Aug 2025 | $143.2M | $143.2M | $0 | 3 | 0 |
| May 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Apr 2025 | $0 | $0 | $0 | 3 | 0 |
| Mar 2025 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0