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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| DONNELLAN, MICHAEL, JAMES | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
| PINZONE, MARK, PHILLIP | I | MEMBER AND MANAGER | D | Control |
Registrations
Federal
IA
Aug 19, 2025 REGISTERED
Notice Filings (1)
OH
Address
17601 W. 130TH STREETSUITE 1
NORTH ROYALTON, OH 44133
United States
Phone: 440-652-6370