M Wealth Management, LLC
California
Registered In
09/25/2015
Incorp. Date
Company Summary
M Wealth Management, LLC at 13520 Evening Creek Dr N # 130, San Diego, Ca 92128 lists Anastasia Melbrod and Scott Melbrod of San Diego, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Anastasia Melbrod
Individual Agent
|
13520 EVENING CREEK DR N # 130, SAN DIEGO, CA 92128
|
|
|
Anastasia Melbrod
Manager
|
13520 EVENING CREEK DR N # 130, SAN DIEGO, CA 92128
|
|
|
Scott Melbrod
Manager
|
13520 EVENING CREEK DR N # 130, SAN DIEGO, CA 92128
|
|
|
Wesley Melbrod
Manager
|
13520 EVENING CREEK DR N # 130, SAN DIEGO, CA 92128
|
|
13520 EVENING CREEK DR N # 130, SAN DIEGO, CA 92128
View Map
|
Financial Information for M Wealth Management, LLC
Form 5500
M WEALTH MANAGEMENT, LLC
13520 Evening Creek Dr. N Ste# 130, San Diego, Ca 92128 (855) 635-2763 EIN:47-5160467 Plan Admin:Wesley Melbrod| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$193,767 / $261,092 | 2023 | M WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $193,767 / $261,092 |
| 2022 | Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$186,232 / $193,767 | 2022 | M WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $186,232 / $193,767 |
| 2021 | Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$187,610 / $186,232 | 2021 | M WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $187,610 / $186,232 |
| 2020 | Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$149,056 / $187,610 | 2020 | M WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $149,056 / $187,610 |
| 2019 | Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$94,208 / $149,056 | 2019 | M WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $94,208 / $149,056 |
Benefit & Retirement Plans based on Form 5500.
Address Match:13520 Evening Creek Dr N # 130 San Diego, CA
|
Melbrod Financial Services, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Mesa Zahav, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Npftw LLC
Registered in California
|
San Diego, CA | View Report | |
|
Populace LLC
Registered in California
|
San Diego, CA | View Report | |
|
Slb Holdings, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Omni-Case, LLC
Registered in California
|
San Diego, CA (1 more) | View Report | |
|
Superior Hydration, LLC
Registered in California
|
Encinitas, CA San Diego, CA | View Report |
Related Business Names:
|
A&M Wealth Management, LLC
Registered in Michigan
|
Howell, MI | View Report | |
|
D&M Wealth Management, LLC
Registered in New York
|
Albany, NY | View Report | |
|
M & J Wealth Management LLC
Registered in New York
|
Yonkers, NY | View Report | |
|
M&M Wealth Management LLC
Registered in New York
|
Woodbury, NY | View Report | |
|
G&M Wealth Management LLC
Registered in Florida
|
Orlando, FL | View Report | |
|
H&M Wealth Management LLC
Registered in California
|
Arlington, TX San Diego, CA (1 more) | View Report | |
|
L&M Wealth Management , LLC
Registered in Virginia
|
Chesapeake, VA Yorktown, VA | View Report | |
|
M & a Wealth Management, LLC.
Registered in Arizona
|
Buckeye, AZ Peoria, AZ | View Report | |
|
M & M Wealth Management, LLC
Registered in Missouri
|
Saint Louis, MO Chesterfield, MO | View Report | |
|
M&M Wealth Management, LLC
Registered in Florida
|
Fort Myers, FL Jacksonville, FL (1 more) | View Report | |
|
M&M Wealth Management LLC
Registered in Alabama
|
Fairhope, AL | View Report | |
|
M&M Wealth Management , LLC
Registered in Utah
|
Pleasant Grove, UT | View Report | |
|
M&M Wealth Management, LLC
Registered in Texas
|
Lubbock, TX | View Report | |
|
R & M Wealth Management, LLC
Registered in Texas
|
Fort Worth, TX | View Report | |
|
S & M Wealth Management, LLC
Registered in Texas
|
Houston, TX Pasadena, TX | View Report | |
|
Bb&M Wealth Management, LLC
Registered in Florida
|
Saint Petersburg, FL | View Report | |
|
J&M Wealth Management, LLC
Registered in Oklahoma
|
Tulsa, OK | View Report | |
|
L&M Wealth Management, LLC
Registered in Florida
|
Winter Springs, FL | View Report | |
|
A&M Wealth Management, LLC
Registered in Wisconsin
|
Cottage Grove, WI | View Report |
Address Match:13520 Evening Creek Dr N San Diego, CA
|
Ahg Auburn Park LLC
Registered in California
|
San Diego, CA | View Report | |
|
Ahg Aurora, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Ahg Bascom, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Ahg Berryessa, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Ahg Twain, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Ahg Windsor Pointe, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Chambers Senior Residences, L P
Registered in California
|
San Diego, CA | View Report | |
|
Connections Housing Downtown, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
Del Sur Family Housing, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
John Tovey Insurance Agency, Inc.
Registered in California
|
San Diego, CA | View Report | |
|
Sepulveda Senior Housing, L.P.
Registered in California
|
Orange, CA (1 more) | View Report | |
|
South Western Sh, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
Westminster Special Needs Housing, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
Neology, Inc.
Registered in Alabama
|
Montgomery, AL San Diego, CA | View Report | |
|
Iserve Servicing, Inc.
Registered in Florida
|
San Diego, CA | View Report | |
|
Lucia Securities, LLC
Registered in Oregon
|
Poway, CA San Diego, CA | View Report | |
|
Ten Fifty B Street Owners Association
Registered in California
|
San Diego, CA | View Report | |
|
Kristine II Bakersfield, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
Nestor Family Housing Partners, L.P.
Registered in California
|
San Diego, CA | View Report | |
|
Scripps West - Houston LLC
Registered in California
|
Encinitas, CA San Diego, CA (1 more) | View Report |
Person/City Match:Scott Melbrod - San Diego, CA
|
Djg Family LLC
Registered in California
|
Lafayette, IN San Diego, CA | View Report | |
|
Mph Partners, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Plot Thickens, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Sh Partners, LLC
Registered in California
|
San Diego, CA | View Report | |
|
Taxable LLC
Registered in California
|
San Diego, CA | View Report | |
|
Multi-Process Consulting LLC
Registered in California
|
San Diego, CA | View Report | |
|
The Melbrod Group, LLC
Registered in California
|
San Diego, CA | View Report |
Person/City Match:Wesley Melbrod - San Diego, CA
|
Melbrod Capital Management, LLC
Registered in California
|
San Diego, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States