M Wealth Management, LLC
M Wealth Management, LLC is an SEC-registered investment adviser firm headquartered in San Diego, California. Founded in CA, the firm provides wealth management, financial planning, investment advisory, and related tax services to individuals, families, and institutions. The firm leverages its expertise under related names such as Accumulation Wealth Partners and Melbrod Wealth Management, and operates with a boutique approach to financial and investment strategy. The exact number of employees is not publicly reported, but the firm has a dedicated team of advisors and staff to support its clients.
Investment Strategy
M Wealth Management, LLC offers personalized investment advisory services, creating customized portfolios for clients based on individual goals, risk tolerance, and time horizon. Their approach integrates asset allocation, diversified investments, and ongoing monitoring with an emphasis on long-term wealth preservation and growth. In addition to direct portfolio management, the firm provides tax and estate planning services, enabling a holistic advisory experience that addresses clients’ comprehensive financial needs. Their philosophy emphasizes disciplined, goal-oriented strategies tailored to each client’s unique circumstances.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 23.69% | $27.0M | 589,523 | $40.56 | $45.76 | +$2.4M |
P PULS | PGIM ETF TR | 14.41% | $16.4M | 329,202 | $49.57 | $49.83 | +$435.8K |
T TOTL | SSGA ACTIVE ETF TR | 9.74% | $11.1M | 273,342 | $39.41 | $40.57 | +$289.5K |
V VXUS | VANGUARD STAR FDS | 7.63% | $8.7M | 118,202 | $59.02 | $73.46 | +$550.3K |
S SCHP | SCHWAB STRATEGIC TR | 4.54% | $5.2M | 191,606 | $25.83 | $26.95 | +$19.6K |