Matthew Scott Montenero
Investment adviser representative at Mk3 Wealth LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$113.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Mk3 Wealth LLCOct 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Mk3 Wealth LLC
$113.1MAssets managed
85Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2393967
- Firm CRD
- 305760