M Wealth Management, LLC

M Wealth Management, LLC, established in 2015 in San Diego, CA, offers personalized investment advisory services to individuals, high net worth clients, and businesses. The firm is owned by Anastasia Melbrod, Scott Melbrod, and Wesley Melbrod. As a fiduciary, the firm acts in the best interest of clients, providing asset management and financial planning services tailored to individual needs. The minimum initial investment is $25,000, with fees not exceeding $50,000 or 2.00% annually. MWM does not charge performance-based fees and does not participate in principal transactions. The firm manages $170,973,289 in discretionary assets. Investment strategies are evidence-based, focusing on long-term investing and risk management. MWM emphasizes controlling what can be controlled in the investment process, such as creating a customized investment plan, diversifying portfolios, and minimizing expenses. Clients are informed about potential risks associated with investing, including market, credit, and interest rate risks. The firm does not accept proxy authority to vote client securities. MWM does not provide financial information in the brochure due to not requiring prepayment exceeding $1,200, not taking custody of client funds, and having a sound financial condition. For more details, visit www.melbrod.com or contact (855) 635-2763.