RIA Intel›Advisers›Florida›M&M WEALTH MANAGEMENT, LLC

M&M WEALTH MANAGEMENT, LLC

Advisory

FORT MYERS, FL

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,396

of 2,610 advisers by AUM

Average account

$330K

across 251 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients251

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, FL, OH, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

251 clients

62 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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