This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MomentumZenith +more
- Established Date
- 10-02-2019
- Office Locations
- 1
Office Locations
About MK3 Wealth LLC
MK3 Wealth LLC is an independent RIA in Cherry Hill, NJ providing personalized financial planning and investment management for clients navigating major life transitions. The firm emphasizes tailored strategies and portfolio construction, with ETF-centric allocations complemented by U.S. government/agency bonds and cash. It offers dedicated planning programs for busy medical professionals and law firms/legal professionals, and can custody through firms such as Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW SCOTT MONTENERO
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2393967
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kiersten Montenero
--
- CRD
- #8254188
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,141,146 | $507,359 |
| Non-Discretionary | $0 | -- |
| Total | $113,141,146 | $507,359 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $113,141,146
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,123,924,692 | 41.1% |
| U.S. Government/Agency | $418,395,323 | 15.3% |
| Public Funds | $694,590,929 | 25.4% |
| Cash | $497,699,012 | 18.2% |
| Total | $2,734,609,956 | 100.0% |