M&m Wealth Management, LLC

M&m Wealth Management, LLC (CRD# 170859) is a financial advisory firm headquartered in Fort Myers, FL. They manage $58,963,695 in 166 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL 33912
https://www.facebook.com/mm-wealth-management-105805997616797/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $355,203
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, OH, TX, WI

Financial Advisors at M&m Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric Marvin, financial advisor Fort Myers FL
Eric M. Marvin
CRD#: 4856310
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL 33912

Eric Marvin (CRD# 4856310) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry.

2
Guiseppi Morabito, financial advisor Fort Myers FL
Guiseppi J. Morabito
CRD#: 4873700
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL 33912

Guiseppi Morabito (CRD# 4873700) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 18 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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