M3 WEALTH MANAGEMENT, LLC of NORTH ROYALTON, OH is an SEC-registered investment adviser (CRD 335612). Regulatory assets under management: $160.2M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael James Donnellan | MEMBER AND MANAGER | — |
| Mark Phillip Pinzone | MEMBER AND MANAGER | — |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |