NORTH ROYALTON, OHCRD 335612Latest ADV February 24, 2026
M3 Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Royalton, OH. Its latest Form ADV filing, dated February 24, 2026, reports $160M in regulatory assets under management, 3 employees, and 858 accounts.
Assets Under Management
$160M
Employees
3
Offices
--
Total Clients
486
Primary office
NORTH ROYALTON, OH
17601 W. 130TH STREET, SUITE 1, NORTH ROYALTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
426
2
HNWI
12.3%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of February 24, 2026
Discretionary100.0%
$160M
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$160M
Total Accounts858
10Y AUM Change+$160M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee162:1
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.