$177.6M Total AUM
$177.6M Disc. AUM
-- 3Y CAGR
3 Employees
358 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2015
- Office Locations
- 1
Office Locations
13520 Evening Creek Dr. North Suite 130 SAN Diego CA
About M Wealth Management, LLC
M Wealth Management, LLC is a San Diego–based RIA serving pre-retirees and retirees nationwide with concierge-level, holistic planning that integrates tax strategy with portfolio management and retirement income/decumulation guidance. Portfolios emphasize diversified asset allocation using ETFs and funds, custodied at Charles Schwab, with planning support across insurance, estate, and business-transition needs.
Team overview
40 AVG AGE
$59.2M AVG AUM / ADVISOR
$496.0K AVG AUM / CLIENT
10.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
ANASTASIA GENE MELBROD
Managing Member
- CRD
- #4914428
- Ownership
- 25% but less than 50%
Available
Available
Available
SCOTT H MELBROD
Founder, Managing Partner
- CRD
- #4614202
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,562,651 | $213,673 |
| Non-Discretionary | $0 | -- |
| Total | $177,562,651 | $213,673 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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