Mar Wealth Management Services, LLC
● SEC registered since 2026CRD 167335SEC# 801-136289West Palm Beach, FL
Reg. AUM
$125.1M
Employees
3
Accounts
133
Location
West Palm Beach, FL
Mar Wealth Management Services, LLC assets under management
Mar Wealth Management Services, LLC is a registered investment adviser overseen by the SEC based in West Palm Beach, FL. The firm has been registered since 2026. It reports $125.1 million in regulatory assets under management and employs 3 people.
Mar Wealth Management Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Marcos Ramos Control | Managing Member/Chief Compliance Officer | 50-75% | 2016 |
| Maricela Amelia Ramos Control | Managing Member | 50-75% | 2012 |
Frequently asked questions
How much does Mar Wealth Management Services, LLC manage?
Mar Wealth Management Services, LLC reports $125.1 million in regulatory assets under management on its Form ADV.
How many employees does Mar Wealth Management Services, LLC have?
Mar Wealth Management Services, LLC reports 3 employees.
Where is Mar Wealth Management Services, LLC located?
Mar Wealth Management Services, LLC is based in West Palm Beach, FL and has been SEC-registered since 2026.
Does Mar Wealth Management Services, LLC disclose fund performance?
Mar Wealth Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Australian Avenue South, Suite 600, West Palm Beach, FL 33401 |
| Phone | 800-708-6285 |
| Fax | 305-390-2536 |
| Office hours | Office Visits By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$125.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$125.1Mregulatory AUM
Discretionary $75.7MNon-discretionary $49.4M