{
  "crd_number": 305760,
  "slug": "mk3-wealth-llc-cherry-hill-nj-305760",
  "primary_business_name": "MK3 WEALTH LLC",
  "legal_name": "MK3 WEALTH LLC",
  "dbas": [],
  "city": "Cherry Hill",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-06",
  "carried_forward": false,
  "raum_total": 113141146.0,
  "raum_discretionary": 113141146.0,
  "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": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 447840.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24622599.0,
      "count": 56
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7472424.0,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 78770755.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1827528.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ"
  ],
  "websites": [
    "https://facebook.com/MK3Wealth",
    "https://linkedin.com/in/matthew-s-montenero-cfp%C2%AE-mba-6a5a785b",
    "https://mk3wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305760",
  "city_as_filed": "CHERRY HILL",
  "url": "https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760",
  "display_name": "MK3 Wealth LLC",
  "summary": "MK3 Wealth LLC is an SEC-registered investment advisory firm in Cherry Hill, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.",
  "citation": "AdvisorCensus. MK3 Wealth LLC (CRD 305760): 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",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is MK3 Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MK3 Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does MK3 Wealth LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 15, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $1,000,000: 1.25% a year; $1,000,001 to $10,000,000: 1% a year; Above $10,000,001: 0.75% a year; Hourly rate: $400 an hour (financial planning and consulting); Flat fee: $1,000 to $25,000 (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is MK3 Wealth LLC located?",
      "a": "MK3 Wealth LLC's principal office is in Cherry Hill, NJ, according to its Form ADV."
    },
    {
      "q": "Is MK3 Wealth LLC registered with the SEC or a state?",
      "a": "MK3 Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305760."
    },
    {
      "q": "How much does MK3 Wealth LLC manage?",
      "a": "MK3 Wealth LLC reports $113,141,146 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does MK3 Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (29)."
    },
    {
      "q": "Which custodians does MK3 Wealth LLC use?",
      "a": "MK3 Wealth 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 MK3 Wealth 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/305760"
    },
    {
      "q": "What changed in MK3 Wealth LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,001 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $400 an hour (financial planning and consulting)",
      "Flat fee: $1,000 to $25,000 (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.5% a year",
          "$500,001 to $1,000,000: 1.25% a year",
          "$1,000,001 to $10,000,000: 1% a year",
          "Above $10,000,001: 0.75% a year"
        ],
        "quotes": [
          "MK3 Wealth ’s investment management fee schedule (“Advisory Fees”) for accounts managed by MK3 Wealth is based on a percentage of assets (generally net of any debit balances) and is set forth below.",
          "0 - $500,000                                                                                  1.50%",
          "$500,001 - $1,000,000                                                         1.25%",
          "1,000,001 – 10,000,000           1.00%",
          "All assets in excess of $10 million                                                 0.75%"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $ 400 on an hourly rate basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $25,000 (financial planning and consulting)"
        ],
        "quotes": [
          "from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000001.0,
          "max": 10000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "MK3 Wealth ’s investment management fee schedule (“Advisory Fees”) for accounts managed by MK3 Wealth is based on a percentage of assets (generally net of any debit balances) and is set forth below.",
      "0 - $500,000                                                                                  1.50%",
      "$500,001 - $1,000,000                                                         1.25%",
      "1,000,001 – 10,000,000           1.00%",
      "All assets in excess of $10 million                                                 0.75%",
      "MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $ 400 on an hourly rate basis",
      "from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required"
    ],
    "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/mk3-wealth-llc-cherry-hill-nj-305760.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 24622599.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 78770755.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 7472424.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 447840.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 1827528.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/305760",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}