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M2G VENTURES LLC

FORT WORTH, TX · CRD 322399 · IAPD ↗ · 817-898-8515

$284.0MRegulatory AUM
15Advisory reps
26Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — M2G VENTURES LLC reported RAUM up 82% ($156.2M -> $284.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — M2G VENTURES LLC (FORT WORTH, TX) is newly SEC-registered with $156.2M RAUM and 15 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.