MAR WEALTH MANAGEMENT SERVICES, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 167335
- Registered since
- May 29, 2026
- Website
- marwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.72%
- Individuals6.35%
- Charitable Organizations4.87%
- Corporations / Businesses4.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MAR Wealth Management Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients and provides fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. MAR Wealth is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds27%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Owners & executives
1 of 1CHRISTIAN RAMOS
Managing Member And Chief Compliance OfficerCRD 6183726
Contacts
2 of 2JOHN PATTEN
Investment Adviser RepresentativeCRD 2700375
MARICELA RAMOS
Managing Member, PresidentCRD 3238893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 500 S Australian Ave
- Time zone
- ET (UTC-5)
- Office locations
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