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| Marsh Wealth Management LLC
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| |
|---|---|
| CRD # | 282111 |
| SEC # | 801-130732 |
| CIK # | |
| AUM | $138.5 MM (2024-08-22) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 865-622-2162 |
| Address | 504 Ebenezer Road Knoxville, TN 37923 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 55.7 |
| (b) Individuals (high net worth individuals) | 35 | 82.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 531 | 138.5 |
| By Discretionary | ||
| Discretionary | 531 | 138.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 531 | 138.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.5 | |
| Total | 531 | 138.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Planner's Edge LLC
✚
|
WA | 0.1 |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 0.1 |
|
Glenwood Investment Group LLC
✚
|
NH | 0.1 |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 0.1 |
|
Moulton Wealth Management Inc
✚
|
WA | 0.1 |
|
Moore Wealth LLC
✚
|
MD | 0.1 |
|
Pacific Financial Strategies Inc
✚
|
CA | 0.1 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.1 |
|
Redwood Coast Financial Partners
✚
|
CA | 0.1 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.1 |