M
$160.2M Total AUM
$160.2M Disc. AUM
-- 3Y CAGR
3 Employees
486 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AlphaInsight capital
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
17601 W. 130th Street Suite 1 North Royalton OH
About M3 Wealth Management
M3 Wealth Management is a fiduciary advisory firm serving individuals, families, and small businesses with financial planning and retirement-focused wealth management. Managing partners Mark Pinzone and Michael Donnellan bring 60+ years combined experience, using independent research to build diversified, risk-managed portfolios across stocks, bonds, mutual funds, and ETFs with transparent cost reviews.
Team overview
-- AVG AGE
$80.1M AVG AUM / ADVISOR
$329.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Quantum eagle Peak Eagle beacon
Client Personas
Fusion
Custodian
Radial
Investment Themes
Focus Ember horizon Ember vital
Investment Vehicles
Ember crest Pioneer
Services
Horizon delta Glacier Vital north North matrix
Technology
Optima summit Bridge
Owner & Executives
M
MICHAEL JAMES DONNELLAN
Manager
- CRD
- #2052675
- Ownership
- 50% but less than 75%
(886) 289-9640
radial.element@pioneercapital.com
in linkedin.com/in/vital-radial
M
Mark Phillip Pinzone
Manager
- CRD
- #2252556
- Ownership
- 50% but less than 75%
(543) 308-9719
harbor.insight@bridgecapital.com
in linkedin.com/in/bridge-vertex
H
Harbor focus
Frontier eagle alpha
- CRD
- #10054
- Ownership
- 11.0%
(469) 337-5944
foundation.horizon@northcapital.com
in linkedin.com/in/summit-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,236,028 | $186,755 |
| Non-Discretionary | $0 | -- |
| Total | $160,236,028 | $186,755 |
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Separately Managed Accounts
Total SMA Asset: $160,236,028
Equity - Exchange:
22.4% Public Funds:
44.6% U.S. Government/Agency:
9.0% Cash:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $437,477,920 | 22.4% |
| Public Funds | $871,049,787 | 44.6% |
| U.S. Government/Agency | $175,772,379 | 9.0% |
| Cash | $468,726,342 | 24.0% |
| Total | $1,953,026,428 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX SUMMIT MOMENTUM | VERTEX BEACON | E17A66QDQ | YSJF | 9.93% | $18,361,413 |
| PIONEER VECTOR FUSION | TIMBER BRIDGE | VOZ4GXHV3 | PYFGF | 12.28% | $28,799,609 |
| HARBOR SUMMIT | SUMMIT QUANTUM | LG26YVXHW | CKLD | 10.15% | $32,065,198 |
| HORIZON ZENITH | WAVE TIMBER | 8OYU4LXTB | VXIQV | 2.20% | $39,983,638 |
| FOCUS ZENITH | EAGLE SIGNAL | A3H461LEZ | STX | 2.51% | $17,805,081 |
| EMBER NORTH CREST | FUSION SUMMIT | VWY12MCJQ | HNP | 11.59% | $15,373,203 |
| PRIME VERTEX OPTIMA | PRIME LEGACY | DGWO9E8YD | NRPA | 10.03% | $97,180,713 |
| INSIGHT GLACIER EAGLE | GLACIER PATHWAY | PQG3SVKW3 | EZZAK | 2.88% | $82,720,081 |