Scott Marsh Financial, LLC
Scott Marsh Financial, LLC is an SEC-registered wealth manager with $313.0M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Scott Marsh Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122169, SEC 801-112911, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $313.0M (2026-03-10)
- Firm type
- Wealth Manager
- Employees
- 10
- Clients
- 253
- CRD
- 122169
- Ownership
- MARSH, SCOTT, C; MARSH, SCOTT, CLYDE; EGBERT, RYAN, C; Affleck Jr, Michael, Sedgwick
How much AUM does Scott Marsh Financial, LLC have?
Scott Marsh Financial, LLC reported $313.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Scott Marsh Financial, LLC?
Disclosed owners and executives of Scott Marsh Financial, LLC include MARSH, SCOTT, C, MARSH, SCOTT, CLYDE, EGBERT, RYAN, C, Affleck Jr, Michael, Sedgwick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.