MK3 WEALTH LLC

MK3 WEALTH LLC of CHERRY HILL, NJ is an SEC-registered investment adviser (CRD 305760). Regulatory assets under management: $113.1M.

Registration

• CRD: 305760
• SEC file number: 801-136283
• Type: Registered investment adviser
• Location: 1800 CHAPEL AVENUE WEST, SUITE 340, CHERRY HILL, NJ, 08002
• Phone: 856-545-0077
• Latest filing: 2026-07-06
• Regulatory AUM: $113.1M
• Discretionary AUM: $113.1M
• Clients: 3
• Accounts: 223

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305760 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search