M Wealth Management, LLC

M Wealth Management, LLC (CRD# 281532) is a financial advisory firm headquartered in San Diego, CA. They manage $152,927,494 in 895 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128
http://www.melbrod.com/
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    895
    ACCOUNTS
  • Average Account Value
    $170,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at M Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anastasia Melbrod, financial advisor San Diego CA
Anastasia G. Melbrod
CRD#: 4914428
13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128

Anastasia Melbrod (CRD# 4914428) is an Investment Advisor Representative working at M Wealth Management, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

2
Scott Melbrod, financial advisor San Diego CA
Scott H. Melbrod
CRD#: 4614202
13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128

Scott Melbrod (CRD# 4614202) is an Investment Advisor Representative working at M Wealth Management, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

3
Wesley Melbrod, financial advisor San Diego CA
Wesley W. Melbrod
CRD#: 5634519
13520 Evening Creek Dr. North, Suite 130, San Diego, CA 92128

Wesley Melbrod (CRD# 5634519) is an Investment Advisor Representative working at M Wealth Management, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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