M WEALTH MANAGEMENT, LLC

M WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 281532). Regulatory assets under management: $177.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Scott H MelbrodMANAGING MEMBER
Wesley W MelbrodMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Anastasia Gene MelbrodMANAGING MEMBER
MELBROD SCOTT HMANAGING MEMBER
MELBROD WESLEY WMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
MELBROD ANASTASIA GENEMANAGING MEMBER

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