Mk3 Wealth LLC

Mk3 Wealth LLC (CRD# 305760) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $79,680,782 in 204 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1800 Chapel Avenue West, Suite 340, Cherry Hill, NJ 08002
https://www.linkedin.com/in/matthew-s-montenero-cfp%c2%ae-mba-6a5a785b/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $390,592
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.

NC, NJ

Financial Advisors at Mk3 Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Montenero, financial advisor Cherry Hill NJ
Matthew S. Montenero
CRD#: 2393967
1800 Chapel Avenue West, Suite 340, Cherry Hill, NJ 08002

Matthew Montenero (CRD# 2393967) is an Investment Advisor Representative working at Mk3 Wealth LLC in Cherry Hill, NJ and has over 23 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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