MK3 Wealth LLC

EST. AUM
$113,141,146

CONTACTS

CLIENT ACCOUNTS
223

Firm Details

Metro area Philadelphia
CRD Number 305760
Website mk3wealth.com
Client types

Overview

MK3 Wealth LLC is an SEC-registered independent registered investment adviser headquartered in Cherry Hill, New Jersey. The firm provides discretionary wealth management and comprehensive financial planning services to individuals, high-net-worth families, trusts, estates, nonprofits, and business entities. Its investment approach emphasizes diversified model portfolios utilizing stocks, bonds, ETFs, mutual funds, and selected alternative investments to align portfolios with each client's objectives and risk tolerance. The firm was founded and is owned by Matthew S. Montenero.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

MK3 Wealth LLC

Platform Details

Investment Preferences

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