M Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 281532
- SEC number
- 801-112774
- Firm type
- RIA
- Assets under management
- $177.6M as of Feb 17, 2026
- Website
- www.linkedin.com/IN/ANASTASIA-MELBROD-700BB374 ↗
- Phone
- 855-635-2763
- Address
- 13520 Evening Creek Dr. North, San Diego, CA, 92128
Advisors at this firm
2 in our index · page 1 of 1
-
Anastasia Gene MelbrodCRD 4914428 · San Diego, CAIA RegisteredRegistration inactive
-
Wesley W MelbrodCRD 5634519 · San Diego, CAIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 281532 ↗
FINRA BrokerCheck record for firm CRD 281532 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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