Jonathan Kasting is not listed as a control person, but directly owns under 5% of M3 Wealth Management.
M3 Wealth Management is an investment adviser based in North Royalton, OH, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $160 million, as filed on 24 February 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7176479
- Firm
- M3 Wealth Management · CRD 335612
- Role
- Chief Compliance Officer
- In role since
- March 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- North Royalton, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Kasting work?
Jonathan Kasting has been Chief Compliance Officer of M3 Wealth Management, LLC since March 2025.
How can I verify Jonathan Kasting’s record?
Jonathan Kasting’s role is listed on M3 Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 335612.