MARSH WEALTH MANAGEMENT, LLC

KNOXVILLE, Tennessee·2 registered advisors·CRD# 282111
SEC# 801-1307320865-622-2162
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MARSH WEALTH MANAGEMENT, LLC

2 registered advisors
Michael Burns Marsh
KNOXVILLE, Tennessee
Yvonne M Marsh
KNOXVILLE, Tennessee
05

Office Locations

KNOXVILLE, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. MARSH WEALTH MANAGEMENT, LLC (CRD# 282111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.