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MAR WEALTH MANAGEMENT SERVICES, LLC
CRD 167335File 801-136289
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$125.1M
Bottom 25% of cohort (national)
Discretionary AUM
$75.7M
Non-discretionary $49.4M
Clients
53
133 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 29, 2026
- Principal office
- 500 AUSTRALIAN AVENUE SOUTH, SUITE 600, WEST PALM BEACH, FL, 33401
- Phone
- 800-708-6285
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $125.1M
- Discretionary AUM
- $75.7M
- Non-discretionary AUM
- $49.4M
- Discretionary accounts
- 90
- Non-discretionary accounts
- 43
- Total accounts
- 133
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.1M |
| Charitable organizations | 5 | $6.1M |
| High net worth individuals | 24 | $106.0M |
| Individuals (other than high net worth individuals) | 22 | $7.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.