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MAR WEALTH MANAGEMENT SERVICES, LLC
CRD 167335 · SEC 801-136289
500 AUSTRALIAN AVENUE SOUTH, SUITE 600, WEST PALM BEACH, FL, 33401, United States
Phone
800-708-6285
Fax
305-390-2536
Registration
— (—)
Source
State registered
Total AUM
$125.1M
Discretionary AUM
$75.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $7.9M |
| High net worth individuals | 24 | $106.0M |
| Charitable organizations | 5 | $6.1M |
| Corporations/business entities | 2 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD