Member and Manager · M3 Wealth Management
Michael J. Donnellan
CRD 2052675 · Named on Form ADV at one SEC-registered adviser
At a glance
M3 Wealth Management, an SEC-registered wealth manager based in North Royalton, OH with $160 million in regulatory assets, lists Michael J. Donnellan on its Form ADV as Member and Manager, a control person.
Firms and roles
- M3 Wealth ManagementMember and ManagerWealth manager · North Royalton, OH · $160M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark P. PinzoneMember and Manager, M3 Wealth Management
- Jonathan G. KastingChief Compliance Officer, M3 Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.