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M3 ADVISORY GROUP, LLC

· CRD 156208 · IAPD ↗ · m3ag.com · (781) 371-2670

$342.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
January 2026 — M3 ADVISORY GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — M3 ADVISORY GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — M3 ADVISORY GROUP, LLC reported RAUM up 31% ($213.0M -> $279.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.