# M&M WEALTH MANAGEMENT, LLC

M&M WEALTH MANAGEMENT, LLC of FORT MYERS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 170859
- Type: SEC-registered investment adviser
- Location: 13410 PARKER COMMONS BLVD, FORT MYERS, FL, 33912
- Phone: 239-288-6542
- Latest filing: 2026-05-20
- Regulatory AUM: $82.9M
- Discretionary AUM: $82.9M
- Clients: 2
- Accounts: 251

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170859/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170859/similar
- Related entities: https://search.stillhousedata.com/firm/170859/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170859

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.