← Tributary

MK3 WEALTH LLC

CHERRY HILL, NJ · CRD 305760 · IAPD ↗ · 856-545-0077

$113.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — MK3 WEALTH LLC (CHERRY HILL, NJ) is newly SEC-registered with $113.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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