{
  "crd_number": 281532,
  "slug": "m-wealth-management-llc-san-diego-ca-281532",
  "primary_business_name": "M WEALTH MANAGEMENT, LLC",
  "legal_name": "M WEALTH MANAGEMENT, LLC",
  "dbas": [
    "MELBROD TAX SERVICES",
    "MELBROD WEALTH MANAGEMENT"
  ],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-04",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 177562651.0,
  "raum_discretionary": 177562651.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 86141874.0,
      "count": 317
    },
    "high_net_worth_individuals": {
      "raum": 91420777.0,
      "count": 41
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "LA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/IN/ANASTASIA-MELBROD-700BB374",
    "https://linkedin.com/IN/SCOTT-MELBROD-211555B1",
    "https://linkedin.com/IN/WESLEY-MELBROD-01079156",
    "https://melbrod.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281532",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/m-wealth-management-llc-san-diego-ca-281532",
  "display_name": "M Wealth Management, LLC",
  "summary": "M Wealth Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.",
  "citation": "AdvisorCensus. M Wealth Management, LLC (CRD 281532): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is M Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), M Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does M Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: $750 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is M Wealth Management, LLC located?",
      "a": "M Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is M Wealth Management, LLC registered with the SEC or a state?",
      "a": "M Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 281532."
    },
    {
      "q": "How much does M Wealth Management, LLC manage?",
      "a": "M Wealth Management, LLC reports $177,562,651 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have M Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for M Wealth Management, LLC: Regulatory assets under management: $140,046,579 in the October 2021 data and $177,562,651 in the October 2026 data, up 27%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does M Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317); high net worth individuals (41)."
    },
    {
      "q": "Which custodians does M Wealth Management, LLC use?",
      "a": "M Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does M Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281532"
    },
    {
      "q": "Does M Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 says: \"MWM requires a minimum initial investment of $25,000 to open an account, or group of related accounts. In certain cases, account minimums may be waived at the sole discretion of MWM.\""
    },
    {
      "q": "What changed in M Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 140046579.0,
      "total_employees": 3,
      "filing_date": "2021-01-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158875573.0,
      "total_employees": 3,
      "filing_date": "2022-01-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 142203596.0,
      "total_employees": 3,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 152927494.0,
      "total_employees": 3,
      "filing_date": "2024-01-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 170973289.0,
      "total_employees": 3,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 177562651.0,
      "total_employees": 3,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $750 to $10,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "MWM requires a minimum initial investment of $25,000 to open an account, or group of related accounts. In certain cases, account minimums may be waived at the sole discretion of MWM."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees range from $750 to $10,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "MWM requires a minimum initial investment of $25,000 to open an account, or group of related accounts. In certain cases, account minimums may be waived at the sole discretion of MWM.",
      "Flat fees range from $750 to $10,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/m-wealth-management-llc-san-diego-ca-281532.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 317,
      "fewer_than_5": false,
      "raum": 86141874.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 41,
      "fewer_than_5": false,
      "raum": 91420777.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281532",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}