M3 Wealth Management
Firm details
- Headquarters
- North Royalton, Ohio
- CRD number
- 335612
- Registered since
- April 21, 2025
- Website
- www.m3wealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.17%
- Individuals43.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
M3 Wealth Management is a limited liability company that provides fee-based portfolio management and adviser-selection services to individuals, families, and small businesses. The firm is registered with the SEC (registered in 2025) and describes itself as a capital allocator that uses both percentage-of-AUM and fixed-fee billing. Its advisory services include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. M3 indicates it is not an active ESG investor and operates under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds27%
- US Government Bonds19%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
2 of 2
Mark Pinzone
Managing PartnerCRD 2252556
Michael Donnellan
Managing PartnerCRD 2052675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$85.5M in ETFs
85%
$72.7M
0%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $13.2M | 145,538 | 15.45% |
Location
North Royalton, OH
Cuyahoga
Location
North Royalton, OH
Headquartered in North Royalton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 17601 W 130th St
- Time zone
- ET (UTC-5)
- Office locations
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