# M3 WEALTH MANAGEMENT, LLC

M3 WEALTH MANAGEMENT, LLC of NORTH ROYALTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 335612
- Type: SEC-registered investment adviser
- SEC file number: 801-132477
- Location: 17601 W. 130TH STREET, SUITE 1, NORTH ROYALTON, OH, 44133
- Phone: 440-652-6370
- Latest filing: 2026-02-24
- Regulatory AUM: $160.2M
- Discretionary AUM: $160.2M
- Clients: 3
- Accounts: 858

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Michael James Donnellan | MEMBER AND MANAGER | — |
| Mark Phillip Pinzone | MEMBER AND MANAGER | — |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335612/similar
- Related entities: https://search.stillhousedata.com/firm/335612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335612

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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.