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| Happy Holidays!! thanks for using AUM13F!! |
| Marsh Wealth Management LLC
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| CRD # | 282111 |
| SEC # | 801-130732 |
| CIK # | |
| AUM | $168.4 M (2025-04-30) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 865-622-2162 |
| Address | 504 Ebenezer Road Knoxville, TN 37923 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 53.7 |
| (b) Individuals (high net worth individuals) | 49 | 113.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.9 |
| Total | 558 | 168.4 |
| By Discretionary | ||
| Discretionary | 558 | 168.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 558 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.4 | |
| Total | 558 | 168.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Harbour Investment Management & Counsel LLC
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|
0.2 | |
|
Glenwood Investment Group LLC
✚
|
NH | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Structured Wealth Management Inc
✚
|
OH | 0.2 |
|
Barron Financial Group LLP
✚
|
CT | 0.2 |
|
Orcam Financial Group LLC
✚
|
0.2 | |
|
Altius Financial Inc
✚
|
CO | 0.2 |
|
Dale Buckner Inc
✚
|
TX | 0.2 |
|
The Stanich Group LLC
✚
|
0.2 | |
|
Rolek Wealth Management LLC
✚
|
PA | 0.2 |