M&m Wealth Management, LLC
M&m Wealth Management, LLC (CRD# 170859) is a financial advisory firm headquartered in Fort Myers, FL. They manage $16,961,656 in 162 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts162ACCOUNTS
Average Account Value$104,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Eric Marvin (CRD# 4856310) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 12 years of experience in the finance industry. Eric Marvin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Guiseppi Morabito (CRD# 4873700) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 12 years of experience in the finance industry.