Wesley Melbrod is a registered investment advisor at M Wealth Management, LLC, based in San Diego, CA, with 11 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 358 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Wealth Management's fee for managing your investments will not exceed $50,000 or 2.00% annually. The specific fee will be outlined in your advisory agreement. Fees are either a flat monthly or quarterly amount, or a percentage of your account value, billed quarterly in advance. All fees are negotiable.
Location
13520 Evening Creek Dr. North, Suite 130, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wesley is involved with Melbrod Financial Services, providing tax preparation services for existing investment advisory clients and related parties since September 2023. This takes about 10-20% of his time, with some hours during securities trading hours.
Employment History
Current Registrations
M Wealth Management, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.