# M&M Wealth Management, LLC

M&M Wealth Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170859
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170859

## About

M&M Wealth Management, LLC is a state-registered investment adviser in Fort Myers, FL. The firm manages approximately $83 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at M&M Wealth Management, LLC?

Public records do not identify any named principals or decision-makers at M&M Wealth Management, LLC. The firm's ownership and leadership team remain undisclosed. No regulatory filings or public statements have been located that name any individual involved in investment decisions.

### What is the investment strategy of M&M Wealth Management, LLC?

The investment strategy of M&M Wealth Management, LLC is not publicly available. The firm does not appear to maintain a website or marketing materials that describe its approach to asset allocation, sector focus, or stage preference. Allocators and peers have no public source to consult for this information.

### What is the AUM of M&M Wealth Management, LLC?

M&M Wealth Management, LLC does not publicly disclose its assets under management. No filings or statements have been found that provide an AUM figure or band estimate. The firm's scale remains unknown to outsiders.

### Where is M&M Wealth Management, LLC headquartered?

The headquarters location of M&M Wealth Management, LLC is not publicly confirmed. No official address or city is listed in accessible records. The firm's geographic presence is unknown.

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

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