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MARSH WEALTH MANAGEMENT, LLC
CRD 282111File 801-130732
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$182.3M
Bottom 25% of cohort (national)
Discretionary AUM
$181.9M
Non-discretionary $448K
Clients
181
565 accounts
Employees
6
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 19, 2024
- Principal office
- 504 EBENEZER ROAD, KNOXVILLE, TN, 37923
- Phone
- 865-622-2162
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.3M
- Discretionary AUM
- $181.9M
- Non-discretionary AUM
- $448K
- Discretionary accounts
- 564
- Non-discretionary accounts
- 1
- Total accounts
- 565
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $309 |
| High net worth individuals | 49 | $123.1M |
| Pension and profit sharing plans | Fewer than 5 | $736K |
| Individuals (other than high net worth individuals) | 132 | $58.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.