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M3 Wealth Management, LLC

EST. AUM
$160,236,028

CONTACTS
6

CLIENT ACCOUNTS
858

Firm Details

Metro area Cleveland
CRD Number 335612
Website m3wealthmanagement.com
Client types

Overview

M3 Wealth Advisors is a financial services firm specializing in the private equity and venture capital sectors. With a deep understanding of the complex economics behind these industries, the firm offers customized planning and lifecycle management tailored to the unique financial needs of its clients. Its team brings over 25 years of experience, serving CEOs, senior executives, and portfolio companies with a focus on long-term wealth growth and transfer. Positioning itself as a financial guardian, M3 Wealth Advisors takes a multigenerational approach to wealth management. The firm is committed to protecting not just clients’ current assets, but also the financial futures of their families, acting as a trusted advisor through every stage of wealth planning.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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