← Back to searchVisit website
MARSHALL WEALTH MANAGEMENT, LLC
CRD 123661
1404 LAKE POINT PKWY, SUGAR LAND, TX, 77478, United States
Phone
832-440-7293
Fax
832-440-7293
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 80 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $2.9M |
| High net worth individuals | 9 | $3.2M |
| Charitable organizations | 2 | $100K |
All web addresses on file
- HTTP://www.facebook.com/blackfamilywealth
- HTTP://www.facebook.com/marshallwealthmanagement
- HTTP://www.twitter.com@marshallwealth
- HTTP://www.linkedin.com/jamesmarshall
- HTTP://www.youtube.com/minimoguls
- HTTP://www.instagram.com/marshallwealth
- HTTP://WWW.MARSHALLYOURMONEY.COM
- HTTP://www.facebook.com/james.marshall
Official SEC filing: View on IAPD