Marsh Wealth Management, LLC
● SEC registered since 2024CRD 282111SEC# 801-130732Knoxville, TN
Reg. AUM
$182.3M
Employees
6
Accounts
565
Location
Knoxville, TN
Marsh Wealth Management, LLC assets under management
Marsh Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Knoxville, TN. The firm has been registered since 2024. It reports $182.3 million in regulatory assets under management and employs 6 people.
Marsh Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Burns Marsh Control | Member/Chief Compliance Officer | 50-75% | 2015 |
| Yvonne M Marsh Control | Managing Member | 50-75% | 2015 |
Frequently asked questions
How much does Marsh Wealth Management, LLC manage?
Marsh Wealth Management, LLC reports $182.3 million in regulatory assets under management on its Form ADV.
How many employees does Marsh Wealth Management, LLC have?
Marsh Wealth Management, LLC reports 6 employees.
Where is Marsh Wealth Management, LLC located?
Marsh Wealth Management, LLC is based in Knoxville, TN and has been SEC-registered since 2024.
Does Marsh Wealth Management, LLC disclose fund performance?
Marsh Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 504 Ebenezer Road, Knoxville, TN 37923 |
| Phone | 865-622-2162 |
| Fax | 865-622-2167 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.3M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$182.3Mregulatory AUM
Discretionary $181.9MNon-discretionary $448K