# Mk3 Wealth LLC: new SEC registration, $113M AUM, Cherry Hill, NJ

**Score:** 45/100

| 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/ |

## Why this score
- $113M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/305760). Last refreshed: 2026-10-28T20:49:58.746Z.
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.