CRD: 170859
M&m Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail
- Platforms
- Horizon pathwayOptima +more
- Established Date
- 07-16-2014
- Office Locations
- 2
Office Locations
About M&m Wealth Management, LLC
M&M Wealth Management, LLC is a Florida-based RIA serving retail clients with integrated financial planning and investment management, including tax-aware year-end planning, retirement and estate considerations, and insurance needs. Portfolios are built largely with ETFs and other securities, with fixed income and alternatives where appropriate, and the firm works with custodians such as Charles Schwab and Merrill. The team publishes plain-English market and tax updates for clients.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC MATTHEW MARVIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4856310
- Ownership
- 50% but less than 75%
GUISEPPI JOHN MORABITO
Broker, Owner
- CRD
- #4873700
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,918,264 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,918,264 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,918,264
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $115,328,684 | 10.4% |
| Equity - OTC | $332,678,895 | 30.0% |
| Cash | $96,476,880 | 8.7% |
| U.S. Government/Agency | $372,600,363 | 33.6% |
| Corporate - Investment Grade | $191,844,829 | 17.3% |
| Total | $1,108,929,651 | 100.0% |