M Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
M Wealth Management provides discretionary asset management and financial planning to individual and high‑net‑worth clients as well as businesses, and also offers tax planning and preparation services through an affiliated accounting business operating as Melbrod Tax Services. The firm offers both comprehensive and compartmentalized planning engagements and implements portfolios using a mix of individual securities, ETFs, mutual funds and other instruments.
The firm describes an evidence‑based, long‑term investment approach that emphasizes “controlling what you can control,” including tailored investment plans, broad diversification by asset class and by return dimensions (small vs. large cap, value vs. growth) and diversified return streams (Trend, Momentum, Carry, Defensive), along with regular rebalancing, tax‑aware implementation and behavioral coaching. Planning work includes a “Total Wealth” view that factors client human capital relative to financial capital as part of goal setting and strategy design.
Compared with many peers, M Wealth is notable for its formal affiliation with an accounting/tax preparation practice and for ownership/registration ties to other registered investment advisers, arrangements the brochure discloses and says are managed under separate agreements to address conflicts of interest. The firm’s explicit use of return‑stream diversification and the human‑capital analysis in routine planning are additional features that distinguish its approach from more conventional advisor practices.
Client services
Expertise
Occupation focus
Fee options
Ranges from $750 to $10,000
Up to $400 per hour
Ongoing fees from $199 to $499 per month
Account minimum: $25,000 Fee-only: Hourly fees up to $400; Flat fees $750 to $10,000; Ongoing fees $199 to $499 per month
Main office
13520 Evening Creek Dr. North, Suite 130
San Diego CA 92128
Advisors at this office
3
Most active in
Arizona · California · Louisiana · Texas
Also doing business as
Accumulation Wealth Partners · M Wealth Management, LLC · Melbrod Tax Services · Melbrod Wealth Management
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Advisors at this firm
Scott M
Series 63, Series 65
San Diego, CA
M Wealth Management, LLC
Scott Melbrod is a financial advisor at M Wealth Management, LLC in San Diego, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NATIONAL PLANNING CORPORATION. Melbrod is also involved as a managing partner in Accumulation Wealth Partners and Taxable Wealth, both financial planning and tax-focused firms. M Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as businesses. The firm employs an evidence-based, long-term investment strategy emphasizing diversification across asset classes and return streams, tax-aware implementation, and integration of human capital analysis into comprehensive wealth planning.
Anastasia M
CFP®, Series 66
San Diego, CA
M Wealth Management, LLC
Anastasia Melbrod is a CFP® with 19 years of industry experience and has been with M Wealth Management, LLC since 2015. She previously worked at National Planning Corporation and operated Melbrod Financial Services, where she was involved in fixed insurance sales and tax preparation. M Wealth Management provides discretionary asset management and financial planning to individuals and business clients, emphasizing a long-term, evidence-based investment approach with a focus on strategic asset allocation, diversification, tax-aware implementation, and behavioral coaching. The firm integrates in-house tax planning and preparation services alongside its advisory offerings.
Wesley M
Series 65
San Diego, CA
M Wealth Management, LLC
Wesley Melbrod is a financial advisor at M Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at M Wealth Management since 2015, following earlier experience at Melbrod Financial Services. He also provides tax preparation services for existing advisory clients through Melbrod Financial Services. M Wealth Management offers discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs an evidence-based, long-term investment approach that emphasizes diversification across asset classes and return streams, tax-aware implementation, and behavioral coaching, supported by its affiliation with an accounting and tax preparation practice.
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