Marsh Wealth Management, LLC
Marsh Wealth Management, LLC is an SEC-registered wealth manager in Knoxville, TN with $182.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Marsh Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282111, SEC 801-130732, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $182.3M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Knoxville, TN
- Employees
- 6
- Clients
- 181
- CRD
- 282111
- Ownership
- Marsh, Michael, Burns; MARSH, YVONNE, M
How much AUM does Marsh Wealth Management, LLC have?
Marsh Wealth Management, LLC reported $182.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Marsh Wealth Management, LLC?
Disclosed owners and executives of Marsh Wealth Management, LLC include Marsh, Michael, Burns, MARSH, YVONNE, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.