-
Value $
-
$110M
-
Signature - Title
-
Wesley W. Melbrod - Chief Compliance Officer
-
Location
-
San Diego, CA
-
Summary
-
This page shows a list of all the recent 13F filings made by M Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. M Wealth Management, LLC reported 44 stock holdings with total value $110M as of Q4 2024. Top holdings included DFAU, PULS, TOTL, USFR, and VXUS.