MARRS WEALTH MANAGEMENT, LLC
CRD #152280 SEC #801-70824 AMES, IA 515-233-0307
SEC Registered
Total AUM
$217.9M
Discretionary
$214.3M
Employees
6
Clients
101
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $217.9M | $214.3M | $3.6M | 6 | 0 |
| Mar 2020 | $217.9M | $214.3M | $3.6M | 6 | 0 |
| Jan 2019 | $186.2M | $182.1M | $4M | 6 | 0 |
| Sep 2018 | $172.2M | $171.8M | $318.7K | 6 | 0 |
| Sep 2018 | $172.2M | $171.8M | $318.7K | 6 | 0 |
| May 2018 | $172.2M | $171.8M | $318.7K | 6 | 0 |
| Mar 2018 | $172.2M | $171.8M | $318.7K | 6 | 0 |
| Jun 2017 | $149.8M | $149.1M | $683.8K | 6 | 255 |
| Feb 2017 | $149.8M | $149.1M | $683.8K | 6 | 255 |
| Nov 2016 | $146.8M | $144.3M | $2.6M | 6 | 200 |
| Sep 2016 | $146.8M | $144.3M | $2.6M | 6 | 200 |
| Jun 2016 | $146.8M | $144.3M | $2.6M | 6 | 200 |
| Jun 2016 | $146.8M | $144.3M | $2.6M | 6 | 200 |
| Apr 2016 | $146.8M | $144.3M | $2.6M | 6 | 200 |
| Mar 2016 | $146.8M | $144.3M | $2.6M | 8 | 200 |
| Aug 2015 | $148.1M | $148.1M | $0 | 4 | 165 |
| Jul 2015 | $150.1M | $150.1M | $0 | 4 | 165 |
| Jul 2015 | $150.1M | $150.1M | $0 | 4 | 165 |
| Jun 2015 | $150.1M | $150.1M | $0 | 4 | 165 |
| Jan 2015 | $120.8M | $120.8M | $0 | 3 | 165 |
| Nov 2014 | $110.6M | $110.6M | $0 | 4 | 200 |
| Jul 2014 | $110.6M | $110.6M | $0 | 4 | 200 |
| Apr 2014 | $110.6M | $110.6M | $0 | 4 | 200 |
| Apr 2014 | $110.6M | $110.6M | $0 | 4 | 200 |
| Feb 2014 | $110.6M | $110.6M | $0 | 4 | 200 |
| Mar 2013 | $97.4M | $97.4M | $0 | 2 | 150 |
| Feb 2013 | $90.1M | $90.1M | $0 | 2 | 155 |
| Mar 2012 | $90.1M | $90.1M | $0 | 1 | 155 |
| Jun 2011 | $73.6M | $73.6M | $0 | 5 | -- |
| Feb 2011 | $73.6M | $73.6M | $0 | 5 | -- |
| May 2010 | $50M | $50M | $0 | 5 | -- |
DateJun 2020
Total AUM$217.9M
Discretionary$214.3M
Non-Disc.$3.6M
Employees6
Clients0
DateMar 2020
Total AUM$217.9M
Discretionary$214.3M
Non-Disc.$3.6M
Employees6
Clients0
DateJan 2019
Total AUM$186.2M
Discretionary$182.1M
Non-Disc.$4M
Employees6
Clients0
DateSep 2018
Total AUM$172.2M
Discretionary$171.8M
Non-Disc.$318.7K
Employees6
Clients0
DateSep 2018
Total AUM$172.2M
Discretionary$171.8M
Non-Disc.$318.7K
Employees6
Clients0
DateMay 2018
Total AUM$172.2M
Discretionary$171.8M
Non-Disc.$318.7K
Employees6
Clients0
DateMar 2018
Total AUM$172.2M
Discretionary$171.8M
Non-Disc.$318.7K
Employees6
Clients0
DateJun 2017
Total AUM$149.8M
Discretionary$149.1M
Non-Disc.$683.8K
Employees6
Clients255
DateFeb 2017
Total AUM$149.8M
Discretionary$149.1M
Non-Disc.$683.8K
Employees6
Clients255
DateNov 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees6
Clients200
DateSep 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees6
Clients200
DateJun 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees6
Clients200
DateJun 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees6
Clients200
DateApr 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees6
Clients200
DateMar 2016
Total AUM$146.8M
Discretionary$144.3M
Non-Disc.$2.6M
Employees8
Clients200
DateAug 2015
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees4
Clients165
DateJul 2015
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees4
Clients165
DateJul 2015
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees4
Clients165
DateJun 2015
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees4
Clients165
DateJan 2015
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees3
Clients165
DateNov 2014
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients200
DateJul 2014
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients200
DateFeb 2014
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees2
Clients150
DateFeb 2013
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees2
Clients155
DateMar 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees1
Clients155
DateJun 2011
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--