MK3 Wealth LLC

Overview

MK3 Wealth LLC is an SEC registered investment adviser based in Cherry Hill, NJ, registered since 2019. It reports $113M in assets under management across 223 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$113M

Discretionary

100%

Accounts

223

Average account

$507K

Employees

3

Advisory reps

2

Registered since

2019

Jurisdictions

1

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Matthew Scott Montenero Principal, Chief Compliance Office CRD 2393967

Advisory reps 2 of 2

• Kiersten Montenero Investment Adviser Rep CRD 8254188
• Matthew S Montenero Insurance Agent · Investment Adviser Rep CRD 2393967

Location

Headquarters

1800 Chapel Ave W Ste 340
Cherry Hill, NJ 08002

County

Camden

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: mk3wealth.com

Every state, with registration dates

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