SAN DIEGO, CACRD 281532Latest ADV February 17, 2026
M Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 17, 2026, reports $178M in regulatory assets under management, 3 employees, and 831 accounts.
Assets Under Management
$178M
Employees
3
Offices
--
Total Clients
358
Primary office
SAN DIEGO, CA
13520 EVENING CREEK DR. NORTH, SUITE 130, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
317
2
HNWI
11.5%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of February 17, 2026
Discretionary100.0%
$178M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$178M
Total Accounts831
10Y AUM Change+$48M (+37.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee119:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.