M3 Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
M3 Wealth Management provides discretionary and non‑discretionary investment management and financial advice to individuals (including high‑net‑worth clients), families, family offices, trusts, businesses, charitable foundations, and retirement/profit‑sharing plans. The firm emphasizes customized portfolio management and will coordinate with clients’ tax and legal advisors at the client’s direction.
M3’s investment process is client‑tailored and generally long‑term in orientation, using both fundamental and technical analysis and conducting ongoing monitoring with at least an annual formal review. Portfolios may include mutual funds, ETFs, equities, corporate and municipal fixed income, REITs, closed‑end funds and structured notes; the firm recently removed private funds/alternative investments from its disclosed investment menu.
Notably, M3 operates with a high client‑to‑advisor ratio (several hundred clients per advisor), an uncommon operational profile for supported firms and indicative of a more scaled client servicing model. The firm’s personnel also engage in outside broker‑dealer and insurance activities—earning commissions and 12b‑1 fees—and M3 participates in an institutional custodial platform that provides technology and launch support; these relationships are disclosed and managed as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.10% $750,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Certain personnel earn commissions for selling insurance products and securities as registered representatives, separate from advisory fees.
Main office
17601 W. 130th Street, Suite 1
North Royalton OH 44133
Advisors at this office
2
Most active in
Florida · North Carolina · Ohio · South Carolina · Texas
Also doing business as
M3 Wealth Management · M3 Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Advisors at this firm
Michael D
Series 63, Series 65
North Royalton, OH
M3 Wealth Management
Michael Donnellan is a financial advisor at M3 Wealth Management with 34 years of industry experience. He previously worked at L.M. Kohn & Company for 10 years and has held the Series 63 and Series 65 designations. Outside of his advisory role, he serves as president of King Financial, Inc., an investment-related branch office he started in 1998. M3 Wealth Management provides discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm emphasizes customized, long-term portfolio management and coordinates with clients’ tax and legal advisors as directed.
Mark P
Series 63, Series 65
North Royalton, OH
M3 Wealth Management
Mark Pinzone is a financial advisor with M3 Wealth Management in North Royalton, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at L.M. Kohn & Company and The Leaders Group, LLC. Outside of advising, he teaches business courses and coaches football at Brunswick High School. M3 Wealth Management offers discretionary and non-discretionary investment management and financial advice to individuals, families, trusts, businesses, charitable foundations, and retirement plans. The firm employs a client-tailored, generally long-term investment approach that includes portfolio customization and coordination with clients’ tax and legal advisors.
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