# M3 Wealth Management

M3 Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://m3wealth.com

## Regulatory record

- **CRD number:** 335612
- **SEC file number:** 801-132477
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335612

## About

M3 WEALTH MANAGEMENT is an SEC-registered investment adviser in NORTH ROYALTON, OH, registered since 2025. The firm manages approximately $160 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### What is M3 Wealth Management's regulatory status?

M3 Wealth Management is registered as an RIA (Registered Investment Advisor), meaning it is regulated by the SEC or state securities authorities and must adhere to fiduciary standards when providing investment advice.

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

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