M&M WEALTH MANAGEMENT, LLC

M&M WEALTH MANAGEMENT, LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 170859). Regulatory assets under management: $82.9M.

Registration

• CRD: 170859
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170859 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search