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Kiersten Montenero

Mk3 Wealth LLC

Cherry Hill, NJ

CRD 8254188

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Employer firm

Mk3 Wealth LLC CRD 305760

$113M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Mk3 Wealth Llc

1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-17
  • NJ RA
    APPROVED
    Since 2026-04-17

Branch Locations

1800 Chapel Avenue West Suite 340, Cherry Hill, NJ 08002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mk3 Wealth Llc Cherry Hill NJ 03/2020 03/2026
Cherokee High School Marlton NJ 09/2013 06/2017
Rutgers University New Brunswick NJ 09/2017 01/2021
Gilded Raven Games, Llc Somerset NJ 10/2022 09/2025
Mk3 Wealth Llc Cherry Hill NJ 04/2026 Present
  • 03/2020 → 03/2026
    Cherry Hill, NJ
  • 09/2013 → 06/2017
    Cherokee High School
    Marlton, NJ
  • 09/2017 → 01/2021
    Rutgers University
    New Brunswick, NJ
  • 10/2022 → 09/2025
    Gilded Raven Games, Llc
    Somerset, NJ
  • 04/2026 → Present
    Cherry Hill, NJ
Other Businesses

Waitress, not investment related. Started May 2026. Grubhut, Manville NJ. Not during business hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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