MARSH WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$182M

Discretionary

$182M

100% of AUM

Avg account

$323K

Accounts

565

Employees

Advisory reps

Firm details

Headquarters: KNOXVILLE, Tennessee
CRD number: 282111
Registered since: July 19, 2024
Website: www.marshwealth.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.54%
Individuals32.05%
Pension & Profit Sharing Plans0.4%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Marsh Wealth Management, LLC is an independent, SEC‑registered Registered Investment Adviser that focuses on serving individuals and families. The firm combines financial planning and discretionary portfolio management with client education—publishing newsletters and running seminars—positioning itself as a hands‑on adviser for personal and small‑business clients. It charges a mix of percentage‑of‑AUM and fixed fees and operates under an individual ownership structure. Investment behavior is tilted toward public pooled funds: the firm reports a clear preference for public funds and mutual funds as the primary vehicle for client portfolios. It also allocates to third‑party real estate investments as an alternative exposure. Marsh Wealth Management is not positioned as a capital allocator to outside managers and does not identify as an active ESG investor.