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MARSH WEALTH MANAGEMENT, LLC
CRD 282111 · SEC 801-130732
504 EBENEZER ROAD, KNOXVILLE, TN, 37923, United States
Phone
865-622-2162
Fax
865-622-2167
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.3M
Discretionary AUM
$181.9M
Team
6 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $58.4M |
| High net worth individuals | 49 | $123.1M |
States served
NC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD