# M&M Wealth Management, LLC

> M&M Wealth Management, LLC is a state-registered investment advisory firm in Fort Myers, FL, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 170859
- Filed as: M&M WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Myers, FL
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170859
- AdvisorCensus page: https://advisorcensus.com/firm/m-and-m-wealth-management-llc-fort-myers-fl-170859

## Quick answers

**How is M&M Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), M&M Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is M&M Wealth Management, LLC located?**
M&M Wealth Management, LLC's principal office is in Fort Myers, FL, according to its Form ADV.

**Is M&M Wealth Management, LLC registered with the SEC or a state?**
M&M Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170859.

**How much does M&M Wealth Management, LLC manage?**
M&M Wealth Management, LLC reports $82,918,264 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**What types of clients does M&M Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (62).

**Does M&M Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170859

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,918,264
- Discretionary: $82,918,264
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 189 | $23,802,815 |
| High net worth individuals | 62 | $59,115,449 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mandmwealthmanagement.blogspot.com
- mandmwealthmanagement.com
- Facebook @MM-Wealth-Management-105805997616797
- LinkedIn @mandm-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M&M Wealth Management, LLC (CRD 170859): Form ADV filing data as of October 2026.