Be advised. This firm is no longer registered.

M3 Wealth Advisors, LLC

M3 Wealth Advisors, LLC (CRD# 171353) is a financial advisory firm headquartered in Newton Lower Falls, MA. They manage $6,344,751 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Two Newton Executive Park, 2227 Washington Street, Suite 202, Newton Lower Falls, MA 02462
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $151,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at M3 Wealth Advisors, LLC
No Advisor Found.

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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