M Financial Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,173,386,886
Clients
995
Advisors
3
across 2 offices
About
M Financial Asset Management, Inc. (M Wealth) provides investment advisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, corporations and charitable organizations through a nationwide network of Financial Professionals and Member Firms. Its services include discretionary portfolio management, model management, and sponsorship of a wrap‑fee Managed Portfolio Program that offers multiple risk‑based model portfolios.
M Wealth emphasizes diversified, risk‑based asset allocation using mutual funds, ETFs, selected individual securities and third‑party managers, with regular rebalancing and ongoing model monitoring. The firm operates both as a sub‑advisor to member RIAs and as a direct portfolio manager, uses Envestnet as a platform provider to implement model trades, and provides quarterly performance reporting and online account access to clients.
The firm is notable for its combination of scale and structure: it manages roughly $1.23 billion with a four‑advisor team and nearly 1,000 client relationships, resulting in an unusually high client count and AUM per advisor. Its brochure highlights several features that are less common among peers — affiliations with broker‑dealers and affiliated RIAs, sponsorship of a wrap program, the provision of time‑weighted performance reporting for models, and routine educational events and newsletters delivered through custodial and platform relationships — while the firm’s materials focus primarily on investment management rather than standalone financial planning.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.30% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.20% $5,000,000 - $10,000,000: 1.10% $10,000,000+: 1.05%
Account minimum: $1,000,000
Main office
See office1125 NW Couch St, Ste 900
Portland OR 97209
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Massachusetts · Michigan · Missouri · Nebraska · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington
Also doing business as
Dba M Wealth · M Financial Asset Management, Inc. · M Financial Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jamie A
Series 63, Series 65, Series 66
Dallas, TX
M Financial Asset Management, Inc.
Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. in Dallas, TX, with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Geneos Wealth Management. M Financial Asset Management serves individuals, retirement plans, trusts, corporations, and charitable organizations nationwide, offering discretionary portfolio management and risk-based asset allocation through diversified mutual funds, ETFs, individual securities, and third-party managers. The firm manages approximately $1.23 billion with a four-advisor team and emphasizes ongoing model monitoring, regular rebalancing, and client access to online performance reporting.
John W
Series 63, Series 65
Portland, OR
M Financial Asset Management, Inc.
John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.
Nathan P
CFA®, Series 63, Series 66
Portland, OR
M Financial Asset Management, Inc.
Nathan Perry is a CFA® charterholder with 20 years of industry experience, currently serving at M Financial Asset Management, Inc. in Portland, OR. His prior experience includes roles at BlackRock Investments, Inc. and Fisher Investments. Outside of his advisory work, he is the secretary of the Allen Eagle Lacrosse Club, a nonprofit organization, where he participates in board meetings and helps with fundraising and event setup. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation using mutual funds, ETFs, individual securities, and third-party managers, offering model portfolios with ongoing monitoring and regular rebalancing.
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