M&m Wealth Management, LLC

M&m Wealth Management, LLC (CRD# 170859) is a financial advisory firm headquartered in Fort Myers, FL. They manage $15,775,000 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $123,242
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at M&m Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric M. Marvin
CRD#: 4856310
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL 33912
96
Wealthminder
score

Eric Marvin (CRD# 4856310) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 10 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.

2
Guiseppi J. Morabito
CRD#: 4873700
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL 33912
93
Wealthminder
score

Guiseppi Morabito (CRD# 4873700) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 11 years of experience in the finance industry.

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