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MAR WEALTH MANAGEMENT SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$125,115,200
Discretionary
$75,726,133
Non-discretionary
$49,389,067

Firm details

CRD number
167335
SEC file number
801-136289
Main office
WEST PALM BEACH, FL, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.