# M Wealth Management

M Wealth Management is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** melbrod.com
- **LinkedIn:** https://linkedin.com/company/melbrod-financial-services-inc.

## About

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

## Questions

### Does M Wealth Management run commingled funds or only separate accounts?

M Wealth Management operates through separately managed accounts tailored to individual client objectives, according to its publicly available regulatory profile. The firm does not promote proprietary commingled pooled vehicles, distinguishing its model from asset managers that aggregate capital into fund structures with unified strategies.

### Does M Wealth Management work with clients on concentrated stock positions?

Yes. The firm's service model explicitly addresses concentrated single-stock exposure, a common scenario for clients who have experienced a corporate liquidity event. M Wealth Management constructs portfolios that manage the tax and diversification challenges associated with unwinding large equity positions over time.

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Last updated: 2026-06-03T20:00:00.000Z

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