Mk3 Wealth LLC: new SEC registration, $113M AUM, Cherry Hill, NJ
Mk3 Wealth LLC (Cherry Hill, New Jersey): new SEC registration, $113M AUM, Cherry Hill, NJ. Its amount of 113 is below the median of 134 (28th percentile). Dated 147 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 113 · 28th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Mk3 Wealth LLC |
| Legal name | Mk3 Wealth LLC |
| CRD | 305760 |
| Status | Approved |
| Registered with the SEC | 2026-06-10 |
| Latest Form ADV filing | 2026-07-06 |
| Location | Cherry Hill, NJ, United States |
| Regulatory AUM | $113,141,146 |
| Accounts | 223 |
| Employees | 3 |
| Website | https://www.linkedin.com/in/matthew-s-montenero-cfp%C2%AE-mba-6a5a785b/ |
| amount percentile | 28th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Mk3 Wealth LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Mk3 Wealth LLC's amount: 28th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $113M under management.
- Website on file.
What is the NewRiaPulse record for Mk3 Wealth LLC in Cherry Hill, New Jersey?
Mk3 Wealth LLC received SEC registration as an investment adviser (2026-06-10) with $113,141,146 in regulatory assets under management, based in Cherry Hill, NJ.
How does Mk3 Wealth LLC compare to other New Jersey NewRiaPulse records?
Its amount of 113 is below the median (28th percentile); smaller records often move faster and face less competition. It is 147 days old; check the official source for later updates before acting.
Mk3 Wealth LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Mk3 Wealth LLC | Cherry Hill, NJ | 113 | 28th | 2026-06-10 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
Related records
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- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.