Portland, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
M Financial Asset Management, Inc.
Team
Firm-wide stats for M Financial Asset Management, Inc.
Clients per advisor
332 Very HighAvg AUM per client
$1,179,283 TypicalHNW client ratio
4% Very LowAbout
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.
Based on M Financial Asset Management, Inc.
Expertise
Based on M Financial Asset Management, Inc.
Location
1125 NW Couch St, Ste 900
Portland OR 97209
Advisors at this office
2
Advisors at this office
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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