MARSH WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$182,304,196
Discretionary
$181,856,078
Non-discretionary
$448,118
Firm details
- CRD number
- 282111
- SEC file number
- 801-130732
- Main office
- KNOXVILLE, TN, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.