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| Keyboard |
| Marsh Wealth Management LLC
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|---|---|
| CRD # | 282111 |
| SEC # | 801-130732 |
| CIK # | |
| AUM | 182.3 M (2026-03-03) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 865-622-2162 |
| Address | 504 Ebenezer Road Knoxville, TN 37923 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 58.4 |
| (b) Individuals (high net worth individuals) | 49 | 123.1 |
| (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 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 565 | 182.3 |
| By Discretionary | ||
| Discretionary | 564 | 181.9 |
| Non-Discretionary | 1 | 0.4 |
| Total | 565 | 182.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.3 | |
| Total | 565 | 182.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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MA | 176.9 M |
|
ENR Asset Management Incorporated
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176.7 M | |
|
Summit Capital Inc
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|
176.6 M | |
|
Emvision Capital Advisors LLC
✚
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OH | 176.4 M |