Marrs Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Marrs Wealth Management LLC ✚
CRD #	152280
SEC #	801-70824
CIK #
AUM
Employees	6 (50% Investors, 0% Brokers)
Phone	515-233-0307
Address	313 Fifth Street Ames, IA 50010
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	215	84.2
(b) Individuals (high net worth individuals)	66	132.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	1.7
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	284	217.9
By Discretionary
Discretionary	272	214.3
Non-Discretionary	12	3.6
Total	284	217.9
By Non-United States Persons
Non-United States Persons		1.9
United States Persons		216.1
Total	284	217.9

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